Destination 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
$86.9M Buy
862,821
+69,095
+9% +$7.06M 2.26% 7
2025
Q4
$80.7M Sell
793,726
-16,461
-2% -$1.7M 2.11% 12
2025
Q3
$83.4M Buy
810,187
+18,959
+2% +$1.92M 2.3% 7
2025
Q2
$80.4M Buy
791,228
+11,893
+2% +$1.19M 2.36% 6
2025
Q1
$80.9M Buy
779,335
+54,522
+8% +$5.53M 2.55% 5
2024
Q4
$72.1M Sell
724,813
-20,316
-3% -$2.1M 2.26% 8
2024
Q3
$81.5M Buy
745,129
+16,769
+2% +$1.8M 2.53% 5
2024
Q2
$74.8M Buy
728,360
+16,561
+2% +$1.69M 2.47% 5
2024
Q1
$74.8M Buy
711,799
+143,937
+25% +$15.1M 2.49% 5
2023
Q4
$61.5M Buy
+567,862
New +$56.8M 2.13% 9

Other funds holding TLH

Destination Wealth Management's TLH Position: Q1 2026 in Review

Destination Wealth Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 8.7% in Q1 2026, buying an estimated $7.06M and bringing the position to 862,821 shares worth $86.9M. The position accounts for 2.26% of the portfolio, ranked #7.

Destination Wealth Management first reported a position in TLH in Q4 2023 and has held it in 10 quarters since. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Destination Wealth Management held 862,821 shares of iShares 10-20 Year Treasury Bond ETF worth $86.9M as of Q1 2026.
  • Destination Wealth Management bought 69,095 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $7.06M.
  • iShares 10-20 Year Treasury Bond ETF made up 2.26% of Destination Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Destination Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.