Ashton Thomas Private Wealth’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Ashton Thomas Private Wealth’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	$1.94M	Sell	19,236 -6,981	-27%	-$713K	0.05%	371
2025 Q4	$2.67M	Buy	26,217 +3,171	+14%	+$327K	0.07%	281
2025 Q3	$2.37M	Buy	23,046 +3,518	+18%	+$356K	0.06%	294
2025 Q2	$1.98M	Buy	19,528 +7,853	+67%	+$788K	0.07%	283
2025 Q1	$1.21M	Buy	11,675 +7,127	+157%	+$722K	0.05%	339
2024 Q4	$453K	Buy	+4,548	New	+$471K	0.02%	553
2024 Q3	–	Sell	-213	Closed	-$21.9K	–	1728
2024 Q2	$21.9K	Buy	+213	New	+$21.7K	﹤0.01%	1137
2022 Q3	–	Sell	-1,768	Closed	-$212K	–	490
2022 Q2	$212K	Sell	1,768 -1,067	-38%	-$131K	0.02%	427
2022 Q1	$382K	Buy	2,835 +123	+5%	+$17.2K	0.03%	380
2021 Q4	$402K	Buy	+2,712	New	+$402K	0.04%	350

Other funds holding TLH

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

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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 $49B AUM 17.78% 1-Year Est. Return

Ashton Thomas Private Wealth's TLH Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 27% in Q1 2026, selling an estimated $713K and leaving 19,236 shares worth $1.94M. The position accounts for 0.05% of the portfolio, ranked #371.

Ashton Thomas Private Wealth first reported a position in TLH in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.67M in Q4 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Ashton Thomas Private Wealth held 19,236 shares of iShares 10-20 Year Treasury Bond ETF worth $1.94M as of Q1 2026.
Ashton Thomas Private Wealth sold 6,981 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $713K.
iShares 10-20 Year Treasury Bond ETF made up 0.05% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #371 holding.
Ashton Thomas Private Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and has held it in 10 quarters since.
Ashton Thomas Private Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $2.67M in Q4 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.