CCG 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
Q2
$1.06M Sell
10,569
-476
-4% -$47.6K 0.25% 59
2026
Q1
$1.11M Buy
11,045
+7,625
+223% +$779K 0.3% 51
2025
Q4
$348K Buy
+3,420
New +$353K 0.15% 69
2021
Q4
Sell
-4,729
Closed -$696K 120
2021
Q3
$696K Buy
+4,729
New +$713K 0.4% 48

Other funds holding TLH

CCG Wealth Management's TLH Position: Q2 2026 in Review

CCG Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 4.3% in Q2 2026, selling an estimated $47.6K and leaving 10,569 shares worth $1.06M. The position accounts for 0.25% of the portfolio, ranked #59.

CCG Wealth Management first reported a position in TLH in Q3 2021 and has held it in 4 quarters since. The position peaked at $1.11M in Q1 2026. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • CCG Wealth Management held 10,569 shares of iShares 10-20 Year Treasury Bond ETF worth $1.06M as of Q2 2026.
  • CCG Wealth Management sold 476 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $47.6K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.25% of CCG Wealth Management's portfolio in Q2 2026, its #59 holding.
  • CCG Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 4 quarters since.
  • CCG Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.11M in Q1 2026.
  • 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.