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

Gen-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 Q1	$36.9K	Sell	366 -6,029	-94%	-$616K	0.01%	421
2025 Q4	$650K	Buy	6,395 +2,045	+47%	+$211K	0.21%	91
2025 Q3	$448K	Buy	4,350 +1,328	+44%	+$134K	0.15%	165
2025 Q2	$307K	Buy	3,022 +484	+19%	+$48.6K	0.12%	168
2025 Q1	$263K	Buy	2,538 +177	+7%	+$17.9K	0.11%	178
2024 Q4	$235K	Buy	2,361 +174	+8%	+$18K	0.1%	195
2024 Q3	$226K	Sell	2,187 -114	-5%	-$12.2K	0.1%	205
2024 Q2	$236K	Sell	2,301 -203	-8%	-$20.7K	0.11%	180
2024 Q1	$263K	Buy	+2,504	New	+$262K	0.13%	171

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Gen-Wealth Partners's TLH Position: Q1 2026 in Review

Gen-Wealth Partners reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 94% in Q1 2026, selling an estimated $616K and leaving 366 shares worth $36.9K. The position accounts for 0.01% of the portfolio, ranked #421.

Gen-Wealth Partners first reported a position in TLH in Q1 2024 and has held it in 9 quarters since. The position peaked at $650K in Q4 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Gen-Wealth Partners held 366 shares of iShares 10-20 Year Treasury Bond ETF worth $36.9K as of Q1 2026.
Gen-Wealth Partners sold 6,029 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $616K.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #421 holding.
Gen-Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $650K in Q4 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.