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Barrett & Company’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Barrett & Company’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 		– Sell
-11
Closed -$1.13K – 672
2025
Q4 		$1.13K Buy
+11
New +$1.14K ﹤0.01% 609

Other funds holding TLH

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FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Barrett & Company's TLH Position: Q1 2026 in Review

Barrett & Company sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 11 shares — an estimated $1.13K sold.

Barrett & Company first reported a position in TLH in Q4 2025 and held it in 1 quarter. The position peaked at $1.13K in Q4 2025. 633 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Barrett & Company reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Barrett & Company sold 11 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.13K.
  • Barrett & Company first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • Barrett & Company's iShares 10-20 Year Treasury Bond ETF position peaked at $1.13K in Q4 2025.
  • 633 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.