TSA Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

TSA Wealth Management’s Portfolio TLH Stock Details TLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$730K	Sell	7,246 -1,281	-15%	-$131K	0.24%	51
2025 Q4	$867K	Buy	8,527 +367	+4%	+$37.9K	0.29%	48
2025 Q3	$840K	Buy	8,160 +347	+4%	+$35.1K	0.29%	46
2025 Q2	$794K	Sell	7,813 -1,567	-17%	-$157K	0.29%	44
2025 Q1	$973K	Sell	9,380 -894	-9%	-$90.6K	0.39%	34
2024 Q4	$1.02M	Buy	10,274 +6	+0.1%	+$621	0.42%	32
2024 Q3	$1.12M	Buy	10,268 +1,237	+14%	+$133K	0.45%	30
2024 Q2	$927K	Buy	9,031 +6,360	+238%	+$647K	0.4%	33
2024 Q1	$281K	Sell	2,671 -22	-0.8%	-$2.3K	0.12%	49
2023 Q4	$292K	Buy	+2,693	New	+$270K	0.14%	47

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TSA Wealth Management's TLH Position: Q1 2026 in Review

TSA Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 15% in Q1 2026, selling an estimated $131K and leaving 7,246 shares worth $730K. The position accounts for 0.24% of the portfolio, ranked #51.

TSA Wealth Management first reported a position in TLH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.12M in Q3 2024. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

TSA Wealth Management held 7,246 shares of iShares 10-20 Year Treasury Bond ETF worth $730K as of Q1 2026.
TSA Wealth Management sold 1,281 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $131K.
iShares 10-20 Year Treasury Bond ETF made up 0.24% of TSA Wealth Management's portfolio in Q1 2026, its #51 holding.
TSA Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
TSA Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.12M in Q3 2024.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on TSA Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.