Beacon Financial Advisory’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,987
Closed -$205K 403
2025
Q3
$205K Sell
1,987
-264
-12% -$26.7K 0.05% 362
2025
Q2
$229K Sell
2,251
-1,002
-31% -$101K 0.06% 317
2025
Q1
$338K Buy
3,253
+358
+12% +$36.3K 0.1% 224
2024
Q4
$288K Buy
2,895
+828
+40% +$85.7K 0.09% 234
2024
Q3
$226K Buy
+2,067
New +$222K 0.08% 267

Other funds holding TLH

Beacon Financial Advisory's TLH Position: Q4 2025 in Review

Beacon Financial Advisory sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025, closing a stake of 1,987 shares — an estimated $205K sold.

Beacon Financial Advisory first reported a position in TLH in Q3 2024 and held it in 5 quarters. The position peaked at $338K in Q1 2025. 647 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

  • Beacon Financial Advisory reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 1,987 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $205K.
  • Beacon Financial Advisory first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2024 and held it in 5 quarters.
  • Beacon Financial Advisory's iShares 10-20 Year Treasury Bond ETF position peaked at $338K in Q1 2025.
  • 647 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.