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

Bridge Generations 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	–	Sell	-9,636	Closed	-$971K	–	35
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

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

Bridge Generations Wealth Management's TLH Position: Q2 2026 in Review

Bridge Generations Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 9,636 shares — an estimated $971K sold.

Bridge Generations Wealth Management first reported a position in TLH in Q4 2024 and held it in 6 quarters. The position peaked at $20.9M in Q4 2024. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Bridge Generations Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Bridge Generations Wealth Management sold 9,636 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $971K.
Bridge Generations Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and held it in 6 quarters.
Bridge Generations Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $20.9M in Q4 2024.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.