GWP
TLH icon

Gateway Wealth Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Gateway Wealth Partners’s Portfolio TLH Stock Details TLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.3M Sell
52,789
-51,472
-49% -$5.14M 0.32% 86
2026
Q1 		$10.5M Buy
104,261
+73,531
+239% +$7.51M 0.41% 62
2025
Q4 		$3.12M Buy
30,730
+3,366
+12% +$347K 0.35% 77
2025
Q3 		$2.82M Buy
27,364
+4,601
+20% +$465K 0.38% 73
2025
Q2 		$2.31M Buy
22,763
+4,744
+26% +$476K 0.44% 65
2025
Q1 		$1.87M Buy
18,019
+11,285
+168% +$1.14M 0.42% 68
2024
Q4 		$670K Buy
6,734
+839
+14% +$86.8K 0.17% 130
2024
Q3 		$645K Sell
5,895
-4,680
-44% -$502K 0.18% 126
2024
Q2 		$1.09M Buy
10,575
+4,566
+76% +$465K 0.33% 76
2024
Q1 		$631K Buy
6,009
+2,009
+50% +$210K 0.23% 103
2023
Q4 		$433K Buy
4,000
+230
+6% +$23K 0.17% 118
2023
Q3 		$371K Sell
3,770
-1,321
-26% -$139K 0.07% 157
2023
Q2 		$564K Buy
5,091
+2,048
+67% +$230K 0.1% 112
2023
Q1 		$349K Sell
3,043
-393
-11% -$44.2K 0.05% 153
2022
Q4 		$372K Buy
+3,436
New +$372K 0.06% 130

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gateway Wealth Partners's TLH Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 49% in Q2 2026, selling an estimated $5.14M and leaving 52,789 shares worth $5.3M. The position accounts for 0.32% of the portfolio, ranked #86.

Gateway Wealth Partners first reported a position in TLH in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.5M in Q1 2026. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Gateway Wealth Partners held 52,789 shares of iShares 10-20 Year Treasury Bond ETF worth $5.3M as of Q2 2026.
  • Gateway Wealth Partners sold 51,472 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.14M.
  • iShares 10-20 Year Treasury Bond ETF made up 0.32% of Gateway Wealth Partners's portfolio in Q2 2026, its #86 holding.
  • Gateway Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $10.5M in Q1 2026.
  • 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.