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

Bay Harbor Wealth Management’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	$7.27M	Sell	72,146 -207	-0.3%	-$21.1K	1.88%	18
2025 Q4	$7.36M	Sell	72,353 -1,495	-2%	-$154K	1.92%	18
2025 Q3	$7.61M	Buy	73,848 +11,375	+18%	+$1.15M	2.05%	19
2025 Q2	$6.35M	Buy	62,473 +20,439	+49%	+$2.05M	1.84%	20
2025 Q1	$4.36M	Buy	+42,034	New	+$4.26M	1.38%	24
2023 Q3	–	Sell	-19,549	Closed	-$2.17M	–	179
2023 Q2	$2.17M	Sell	19,549 -363	-2%	-$40.7K	0.88%	24
2023 Q1	$2.28M	Sell	19,912 -58	-0.3%	-$6.52K	0.97%	23
2022 Q4	$2.16M	Buy	19,970 +5,553	+39%	+$602K	0.97%	21
2022 Q3	$1.57M	Buy	14,417 +2,301	+19%	+$272K	0.74%	23
2022 Q2	$1.46M	Buy	12,116 +3,041	+34%	+$373K	0.66%	23
2022 Q1	$1.22M	Buy	9,075 +715	+9%	+$100K	0.49%	27
2021 Q4	$1.18M	Buy	8,360 +6,735	+414%	+$997K	0.47%	28
2021 Q3	$239K	Buy	+1,625	New	+$245K	0.1%	40

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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 $18.1B AUM 15% 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

Bay Harbor Wealth Management's TLH Position: Q1 2026 in Review

Bay Harbor Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 0.29% in Q1 2026, selling an estimated $21.1K and leaving 72,146 shares worth $7.27M. The position accounts for 1.88% of the portfolio, ranked #18.

Bay Harbor Wealth Management first reported a position in TLH in Q3 2021 and has held it in 13 quarters since. The position peaked at $7.61M in Q3 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Bay Harbor Wealth Management held 72,146 shares of iShares 10-20 Year Treasury Bond ETF worth $7.27M as of Q1 2026.
Bay Harbor Wealth Management sold 207 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $21.1K.
iShares 10-20 Year Treasury Bond ETF made up 1.88% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #18 holding.
Bay Harbor Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 13 quarters since.
Bay Harbor Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $7.61M in Q3 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.