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

Valtinson Bruner Financial Planning’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	$502K	Hold	4,983	–	–	0.14%	82
2025 Q4	$507K	Hold	4,983	–	–	0.15%	78
2025 Q3	$513K	Sell	4,983 -246	-5%	-$24.9K	0.15%	79
2025 Q2	$531K	Sell	5,229 -885	-14%	-$88.8K	0.17%	76
2025 Q1	$634K	Sell	6,114 -15,619	-72%	-$1.58M	0.21%	59
2024 Q4	$2.16M	Buy	+21,733	New	+$2.25M	0.76%	33

Other funds holding TLH

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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 $58.2B AUM 22.78% 1-Year Est. Return

Valtinson Bruner Financial Planning's TLH Position: Q1 2026 in Review

Valtinson Bruner Financial Planning held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q1 2026 at 4,983 shares worth $502K. The position accounts for 0.14% of the portfolio, ranked #82.

Valtinson Bruner Financial Planning first reported a position in TLH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.16M in Q4 2024. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Valtinson Bruner Financial Planning held 4,983 shares of iShares 10-20 Year Treasury Bond ETF worth $502K as of Q1 2026.
Valtinson Bruner Financial Planning left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 10-20 Year Treasury Bond ETF made up 0.14% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #82 holding.
Valtinson Bruner Financial Planning first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Valtinson Bruner Financial Planning's iShares 10-20 Year Treasury Bond ETF position peaked at $2.16M in Q4 2024.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.