WealthPlan Investment Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

WealthPlan Investment Management’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	–	Sell	-2,121	Closed	-$216K	–	475
2025 Q4	$216K	Sell	2,121 -13,807	-87%	-$1.42M	0.01%	358
2025 Q3	$1.64M	Buy	15,928 +9,451	+146%	+$956K	0.11%	140
2025 Q2	$658K	Buy	+6,477	New	+$650K	0.05%	215
2023 Q1	–	Sell	-6,363	Closed	-$714K	–	569
2022 Q4	$714K	Buy	6,363 +1,518	+31%	+$165K	0.05%	209
2022 Q3	$559K	Buy	+4,845	New	+$573K	0.04%	230
2022 Q1	$283K	Buy	+2,283	New	+$320K	0.02%	326

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

WealthPlan Investment Management's TLH Position: Q1 2026 in Review

WealthPlan Investment Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 2,121 shares — an estimated $216K sold.

WealthPlan Investment Management first reported a position in TLH in Q1 2022 and held it in 6 quarters. The position peaked at $1.64M in Q3 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

WealthPlan Investment Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
WealthPlan Investment Management sold 2,121 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $216K.
WealthPlan Investment Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and held it in 6 quarters.
WealthPlan Investment Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.64M in Q3 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.