Financial Gravity Asset 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
$5.54K Sell
55
-4
-7% -$408 ﹤0.01% 649
2025
Q4
$6K Sell
59
-14
-19% -$1.44K ﹤0.01% 542
2025
Q3
$7.52K Buy
+73
New +$7.38K ﹤0.01% 618
2025
Q1
$26.5K Buy
+255
New +$25.8K 0.01% 437
2024
Q2
$89.8K Sell
874
-1,155
-57% -$118K 0.02% 200
2024
Q1
$220K Hold
2,029
0.06% 119
2023
Q4
$220K Buy
+2,029
New +$203K 0.06% 118
2019
Q4
Sell
-79
Closed -$12K 1690
2019
Q3
$12K Buy
+79
New +$11.6K 0.01% 581
2018
Q3
$601K Buy
+4,703
New +$613K 0.63% 23

Other funds holding TLH

Financial Gravity Asset Management's TLH Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 6.8% in Q1 2026, selling an estimated $408 and leaving 55 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Financial Gravity Asset Management first reported a position in TLH in Q3 2018 and has held it in 9 quarters since. The position peaked at $601K in Q3 2018. 634 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Financial Gravity Asset Management held 55 shares of iShares 10-20 Year Treasury Bond ETF worth $5.54K as of Q1 2026.
  • Financial Gravity Asset Management sold 4 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $408.
  • iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #649 holding.
  • Financial Gravity Asset Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2018 and has held it in 9 quarters since.
  • Financial Gravity Asset Management's iShares 10-20 Year Treasury Bond ETF position peaked at $601K in Q3 2018.
  • 634 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.