BankPlus 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
– Sell
-2,000
Closed -$201K – 126
2026
Q2
$201K Buy
+2,000
New +$200K 0.09% 124

Other funds holding TLH

BankPlus Wealth Management's TLH Position: Q3 2026 in Review

BankPlus Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2026, closing a stake of 2,000 shares — an estimated $201K sold.

BankPlus Wealth Management first reported a position in TLH in Q2 2026 and held it in 1 quarter. The position peaked at $201K in Q2 2026. 248 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

  • BankPlus Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • BankPlus Wealth Management sold 2,000 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $201K.
  • BankPlus Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2026 and held it in 1 quarter.
  • BankPlus Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $201K in Q2 2026.
  • 248 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

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