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United Financial Planning Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

United Financial Planning Group’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
Q2 		$1K Hold
10
– – ﹤0.01% 451
2026
Q1 		$1.01K Hold
10
– – ﹤0.01% 441
2025
Q4 		$1.02K Sell
10
-141
-93% -$14.5K ﹤0.01% 363
2025
Q3 		$15.6K Buy
+151
New +$15.3K 0.01% 135

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

United Financial Planning Group's TLH Position: Q2 2026 in Review

United Financial Planning Group held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q2 2026 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

United Financial Planning Group first reported a position in TLH in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.6K in Q3 2025. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • United Financial Planning Group held 10 shares of iShares 10-20 Year Treasury Bond ETF worth $1K as of Q2 2026.
  • United Financial Planning Group left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #451 holding.
  • United Financial Planning Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's iShares 10-20 Year Treasury Bond ETF position peaked at $15.6K in Q3 2025.
  • 611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.