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 Q2	$426K	Sell	4,241 -742	-15%	-$74.1K	0.11%	101
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 $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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Valtinson Bruner Financial Planning's TLH Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 15% in Q2 2026, selling an estimated $74.1K and leaving 4,241 shares worth $426K. The position accounts for 0.11% of the portfolio, ranked #101.

Valtinson Bruner Financial Planning first reported a position in TLH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.16M in Q4 2024. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Valtinson Bruner Financial Planning held 4,241 shares of iShares 10-20 Year Treasury Bond ETF worth $426K as of Q2 2026.
Valtinson Bruner Financial Planning sold 742 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $74.1K.
iShares 10-20 Year Treasury Bond ETF made up 0.11% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #101 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 7 quarters since.
Valtinson Bruner Financial Planning's iShares 10-20 Year Treasury Bond ETF position peaked at $2.16M in Q4 2024.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.