BAM Wealth Management’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
$307K Buy
+3,057
New +$305K 0.19% 136
2025
Q4
Sell
-2,877
Closed -$296K 174
2025
Q3
$296K Buy
+2,877
New +$291K 0.23% 102

Other funds holding TLH

BAM Wealth Management's TLH Position: Q2 2026 in Review

BAM Wealth Management opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026: 3,057 shares worth $307K. The stake represents 0.19% of the portfolio and ranks #136 among its holdings. This is a return to the name: BAM Wealth Management previously reported a position in TLH as recently as Q3 2025.

BAM Wealth Management first reported a position in TLH in Q3 2025 and has held it in 2 quarters since. 382 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • BAM Wealth Management held 3,057 shares of iShares 10-20 Year Treasury Bond ETF worth $307K as of Q2 2026.
  • iShares 10-20 Year Treasury Bond ETF was a new BAM Wealth Management position in Q2 2026.
  • iShares 10-20 Year Treasury Bond ETF made up 0.19% of BAM Wealth Management's portfolio in Q2 2026, its #136 holding.
  • BAM Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 382 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.