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Virginia Estate & Retirement Planning Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		– Sell
-55
Closed -$13.7K – 197
2026
Q1 		$13.7K Buy
+55
New +$5.62K 0.02% 80

Other funds holding TLH

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FFM
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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

Virginia Estate & Retirement Planning Advisors's TLH Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 55 shares — an estimated $13.7K sold.

Virginia Estate & Retirement Planning Advisors first reported a position in TLH in Q1 2026 and held it in 1 quarter. The position peaked at $13.7K in Q1 2026. 608 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Virginia Estate & Retirement Planning Advisors sold 55 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $13.7K.
  • Virginia Estate & Retirement Planning Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Virginia Estate & Retirement Planning Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $13.7K in Q1 2026.
  • 608 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.