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
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: Q1 2026 in Review

CCG Wealth Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 223% in Q1 2026, buying an estimated $779K and bringing the position to 11,045 shares worth $1.11M. The position accounts for 0.3% of the portfolio, ranked #51.

CCG Wealth Management first reported a position in TLH in Q3 2021 and has held it in 3 quarters since. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • CCG Wealth Management held 11,045 shares of iShares 10-20 Year Treasury Bond ETF worth $1.11M as of Q1 2026.
  • CCG Wealth Management bought 7,625 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $779K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.3% of CCG Wealth Management's portfolio in Q1 2026, its #51 holding.
  • CCG Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 3 quarters since.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.