Dynasty 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
$206M Buy
2,050,071
+215,080
+12% +$21.5M 1.53% 21
2026
Q1
$185M Buy
1,834,991
+606,584
+49% +$61.9M 1.61% 19
2025
Q4
$125M Buy
1,228,407
+754,998
+159% +$77.9M 1.23% 22
2025
Q3
$48.8M Buy
473,409
+203,021
+75% +$20.5M 0.65% 33
2025
Q2
$27.5M Buy
270,388
+1,652
+0.6% +$166K 0.47% 41
2025
Q1
$27.9M Sell
268,736
-1,986
-0.7% -$201K 0.46% 39
2024
Q4
$26.9M Buy
270,722
+170,874
+171% +$17.7M 0.46% 39
2024
Q3
$7.38M Buy
99,848
+45,470
+84% +$4.87M 0.22% 36
2024
Q2
$5.58M Buy
54,378
+43,747
+412% +$4.45M 0.16% 49
2024
Q1
$1.12M Buy
+10,631
New +$1.11M 0.04% 118

Other funds holding TLH

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

Dynasty Wealth Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 12% in Q2 2026, buying an estimated $21.5M and bringing the position to 2,050,071 shares worth $206M. The position accounts for 1.53% of the portfolio, ranked #21.

Dynasty Wealth Management first reported a position in TLH in Q1 2024 and has held it in 10 quarters since. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Dynasty Wealth Management held 2,050,071 shares of iShares 10-20 Year Treasury Bond ETF worth $206M as of Q2 2026.
  • Dynasty Wealth Management bought 215,080 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $21.5M.
  • iShares 10-20 Year Treasury Bond ETF made up 1.53% of Dynasty Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Dynasty Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

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