Bridge Generations Wealth Management’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
2026
Q1
$971K Sell
9,636
-8,219
-46% -$839K 0.56% 25
2025
Q4
$1.82M Sell
17,855
-14,027
-44% -$1.45M 1.12% 19
2025
Q3
$3.28M Sell
31,882
-56,016
-64% -$5.67M 2.18% 13
2025
Q2
$8.93M Sell
87,898
-4,477
-5% -$449K 5.42% 6
2025
Q1
$9.58M Sell
92,375
-117,823
-56% -$11.9M 6.02% 4
2024
Q4
$20.9M Buy
+210,198
New +$21.7M 13.82% 3

Other funds holding TLH

Bridge Generations Wealth Management's TLH Position: Q1 2026 in Review

Bridge Generations Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 46% in Q1 2026, selling an estimated $839K and leaving 9,636 shares worth $971K. The position accounts for 0.56% of the portfolio, ranked #25.

Bridge Generations Wealth Management first reported a position in TLH in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.9M in Q4 2024. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Bridge Generations Wealth Management held 9,636 shares of iShares 10-20 Year Treasury Bond ETF worth $971K as of Q1 2026.
  • Bridge Generations Wealth Management sold 8,219 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $839K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.56% of Bridge Generations Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Bridge Generations Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Bridge Generations Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $20.9M in Q4 2024.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.