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 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 $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 $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

Beacon Bridge Wealth Partners's TLH Position: Q1 2026 in Review

Beacon Bridge Wealth Partners increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 35% in Q1 2026, buying an estimated $531K and bringing the position to 20,080 shares worth $2.02M. The position accounts for 0.68% of the portfolio, ranked #40.

Beacon Bridge Wealth Partners first reported a position in TLH in Q1 2023 and has held it in 6 quarters since. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Beacon Bridge Wealth Partners held 20,080 shares of iShares 10-20 Year Treasury Bond ETF worth $2.02M as of Q1 2026.
Beacon Bridge Wealth Partners bought 5,200 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $531K.
iShares 10-20 Year Treasury Bond ETF made up 0.68% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #40 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 6 quarters since.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.