Vertex Planning Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Vertex Planning Partners’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
2025 Q4	–	Sell	-34,702	Closed	-$3.57M	–	192
2025 Q3	$3.57M	Sell	34,702 -193	-0.6%	-$19.5K	0.69%	34
2025 Q2	$3.55M	Buy	34,895 +18,549	+113%	+$1.86M	0.74%	30
2025 Q1	$1.7M	Buy	+16,346	New	+$1.66M	0.37%	47
2023 Q3	–	Sell	-2,112	Closed	-$234K	–	141
2023 Q2	$234K	Buy	2,112 +84	+4%	+$9.42K	0.08%	121
2023 Q1	$232K	Sell	2,028 -269	-12%	-$30.3K	0.09%	109
2022 Q4	$249K	Buy	+2,297	New	+$249K	0.1%	129

Other funds holding TLH

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

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

FFM

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

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Vertex Planning Partners's TLH Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025, closing a stake of 34,702 shares — an estimated $3.57M sold.

Vertex Planning Partners first reported a position in TLH in Q4 2022 and held it in 6 quarters. The position peaked at $3.57M in Q3 2025. 647 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

Vertex Planning Partners reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 34,702 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $3.57M.
Vertex Planning Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and held it in 6 quarters.
Vertex Planning Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $3.57M in Q3 2025.
647 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.