Beacon Bridge Wealth Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Beacon Bridge Wealth Partners’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	$1.97M	Sell	19,618 -462	-2%	-$46.2K	0.56%	46
2026 Q1	$2.02M	Buy	20,080 +5,200	+35%	+$531K	0.68%	40
2025 Q4	$1.51M	Buy	+14,880	New	+$1.54M	0.5%	49
2024 Q1	–	Sell	-2,003	Closed	-$217K	–	112
2023 Q4	$217K	Sell	2,003 -217	-10%	-$21.7K	0.11%	97
2023 Q3	$219K	Sell	2,220 -127	-5%	-$13.3K	0.12%	90
2023 Q2	$260K	Buy	2,347 +74	+3%	+$8.3K	0.13%	78
2023 Q1	$260K	Buy	+2,273	New	+$256K	0.16%	76

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

Beacon Bridge Wealth Partners's TLH Position: Q2 2026 in Review

Beacon Bridge Wealth Partners reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 2.3% in Q2 2026, selling an estimated $46.2K and leaving 19,618 shares worth $1.97M. The position accounts for 0.56% of the portfolio, ranked #46.

Beacon Bridge Wealth Partners first reported a position in TLH in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.02M in Q1 2026. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Beacon Bridge Wealth Partners held 19,618 shares of iShares 10-20 Year Treasury Bond ETF worth $1.97M as of Q2 2026.
Beacon Bridge Wealth Partners sold 462 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $46.2K.
iShares 10-20 Year Treasury Bond ETF made up 0.56% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #46 holding.
Beacon Bridge Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and has held it in 7 quarters since.
Beacon Bridge Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $2.02M in Q1 2026.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.