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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.03M Buy
10,310
+987
+11% +$98.6K 0.48% 54
2026
Q1
$939K Buy
9,323
+3,403
+57% +$347K 0.52% 56
2025
Q4
$602K Buy
+5,920
New +$611K 0.38% 76

Other funds holding TLH

Ballast Rock Private Wealth's TLH Position: Q2 2026 in Review

Ballast Rock Private Wealth increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 11% in Q2 2026, buying an estimated $98.6K and bringing the position to 10,310 shares worth $1.03M. The position accounts for 0.48% of the portfolio, ranked #54.

Ballast Rock Private Wealth first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Ballast Rock Private Wealth held 10,310 shares of iShares 10-20 Year Treasury Bond ETF worth $1.03M as of Q2 2026.
  • Ballast Rock Private Wealth bought 987 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $98.6K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.48% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #54 holding.
  • Ballast Rock Private Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.