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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
Q2 		– Sell
-366
Closed -$36.9K – 749
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
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

Gen-Wealth Partners's TLH Position: Q2 2026 in Review

Gen-Wealth Partners sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 366 shares — an estimated $36.9K sold.

Gen-Wealth Partners first reported a position in TLH in Q1 2024 and held it in 9 quarters. The position peaked at $650K in Q4 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Gen-Wealth Partners reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Gen-Wealth Partners sold 366 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $36.9K.
  • Gen-Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2024 and held it in 9 quarters.
  • Gen-Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $650K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.