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

BCGM 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 Q2	$5.75M	Sell	57,319 -4,169	-7%	-$417K	1.22%	19
2026 Q1	$6.19M	Buy	61,488 +1,187	+2%	+$121K	1.56%	15
2025 Q4	$6.13M	Sell	60,301 -5,225	-8%	-$539K	1.56%	15
2025 Q3	$6.75M	Buy	65,526 +6,188	+10%	+$626K	1.76%	12
2025 Q2	$6.03M	Buy	59,338 +8,235	+16%	+$826K	1.7%	13
2025 Q1	$5.3M	Buy	51,103 +46,768	+1,079%	+$4.74M	1.63%	12
2024 Q4	$431K	Sell	4,335 -708	-14%	-$73.3K	0.14%	102
2024 Q3	$551K	Buy	5,043 +2,067	+69%	+$222K	0.18%	93
2024 Q2	$306K	Buy	+2,976	New	+$303K	0.11%	123

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

BCGM Wealth Management's TLH Position: Q2 2026 in Review

BCGM Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 6.8% in Q2 2026, selling an estimated $417K and leaving 57,319 shares worth $5.75M. The position accounts for 1.22% of the portfolio, ranked #19.

BCGM Wealth Management first reported a position in TLH in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.75M in Q3 2025. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

BCGM Wealth Management held 57,319 shares of iShares 10-20 Year Treasury Bond ETF worth $5.75M as of Q2 2026.
BCGM Wealth Management sold 4,169 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $417K.
iShares 10-20 Year Treasury Bond ETF made up 1.22% of BCGM Wealth Management's portfolio in Q2 2026, its #19 holding.
BCGM Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
BCGM Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $6.75M in Q3 2025.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.