Barnes Wealth Management Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Barnes Wealth Management Group’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 Q2	$1.52M	Buy	15,172 +177	+1%	+$17.7K	0.7%	36
2026 Q1	$1.51M	Buy	14,995 +212	+1%	+$21.6K	0.77%	35
2025 Q4	$1.5M	Sell	14,783 -2,608	-15%	-$269K	0.8%	35
2025 Q3	$1.79M	Buy	17,391 +119	+0.7%	+$12K	0.99%	29
2025 Q2	$1.75M	Buy	17,272 +4,926	+40%	+$494K	1.04%	29
2025 Q1	$1.28M	Buy	+12,346	New	+$1.25M	0.82%	35

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Barnes Wealth Management Group's TLH Position: Q2 2026 in Review

Barnes Wealth Management Group increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 1.2% in Q2 2026, buying an estimated $17.7K and bringing the position to 15,172 shares worth $1.52M. The position accounts for 0.7% of the portfolio, ranked #36.

Barnes Wealth Management Group first reported a position in TLH in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.79M in Q3 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Barnes Wealth Management Group held 15,172 shares of iShares 10-20 Year Treasury Bond ETF worth $1.52M as of Q2 2026.
Barnes Wealth Management Group bought 177 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $17.7K.
iShares 10-20 Year Treasury Bond ETF made up 0.7% of Barnes Wealth Management Group's portfolio in Q2 2026, its #36 holding.
Barnes Wealth Management Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Barnes Wealth Management Group's iShares 10-20 Year Treasury Bond ETF position peaked at $1.79M in Q3 2025.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.