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
Q3
$371K Buy
4,025
+968
+32% +$93.6K 0.2% 133
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: Q3 2026 in Review

BAM Wealth Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 32% in Q3 2026, buying an estimated $93.6K and bringing the position to 4,025 shares worth $371K. The position accounts for 0.2% of the portfolio, ranked #133.

BAM Wealth Management first reported a position in TLH in Q3 2025 and has held it in 3 quarters since. 381 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

  • BAM Wealth Management held 4,025 shares of iShares 10-20 Year Treasury Bond ETF worth $371K as of Q3 2026.
  • BAM Wealth Management bought 968 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $93.6K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.2% of BAM Wealth Management's portfolio in Q3 2026, its #133 holding.
  • BAM Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 381 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.