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 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 $374B AUM 17.66% 1-Year Est. Return

FFM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Barnes Wealth Management Group's TLH Position: Q1 2026 in Review

Barnes Wealth Management Group increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 1.4% in Q1 2026, buying an estimated $21.6K and bringing the position to 14,995 shares worth $1.51M. The position accounts for 0.77% of the portfolio, ranked #35.

Barnes Wealth Management Group first reported a position in TLH in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.79M in Q3 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Barnes Wealth Management Group held 14,995 shares of iShares 10-20 Year Treasury Bond ETF worth $1.51M as of Q1 2026.
Barnes Wealth Management Group bought 212 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $21.6K.
iShares 10-20 Year Treasury Bond ETF made up 0.77% of Barnes Wealth Management Group's portfolio in Q1 2026, its #35 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 5 quarters since.
Barnes Wealth Management Group's iShares 10-20 Year Treasury Bond ETF position peaked at $1.79M in Q3 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.