Geneos 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
$3.47M Buy
34,559
+1,068
+3% +$107K 0.07% 281
2026
Q1
$3.37M Buy
33,491
+1,876
+6% +$192K 0.08% 271
2025
Q4
$3.21M Buy
31,615
+92
+0.3% +$9.49K 0.08% 274
2025
Q3
$3.25M Buy
31,523
+929
+3% +$94K 0.08% 269
2025
Q2
$3.11M Buy
30,594
+12,996
+74% +$1.3M 0.08% 293
2025
Q1
$1.83M Buy
17,598
+13
+0.1% +$1.32K 0.06% 327
2024
Q4
$1.75M Buy
17,585
+7
+0% +$724 0.06% 311
2024
Q3
$1.92M Sell
17,578
-350
-2% -$37.5K 0.07% 291
2024
Q2
$1.84M Sell
17,928
-365
-2% -$37.2K 0.08% 262
2024
Q1
$1.92M Sell
18,293
-5,437
-23% -$569K 0.09% 262
2023
Q4
$2.57M Sell
23,730
-13,354
-36% -$1.34M 0.13% 191
2023
Q3
$3.65M Buy
37,084
+1,504
+4% +$158K 0.19% 139
2023
Q2
$3.94M Buy
35,580
+10,255
+40% +$1.15M 0.21% 133
2023
Q1
$2.9M Buy
25,325
+25,272
+47,683% +$2.84M 0.18% 146
2022
Q4
$5.73K Hold
53
﹤0.01% 1678
2022
Q3
$5K Buy
+53
New +$6.27K ﹤0.01% 1705
2021
Q4
Sell
-173
Closed -$25K 2877
2021
Q3
$25K Hold
173
﹤0.01% 1809
2021
Q2
$25K Hold
173
﹤0.01% 1805
2021
Q1
$24K Hold
173
﹤0.01% 1985
2020
Q4
$24K Buy
+173
New +$28K ﹤0.01% 1806
2017
Q3
Sell
-10
Closed -$1K 2147
2017
Q2
$1K Hold
10
﹤0.01% 2031
2017
Q1
$1K Hold
10
﹤0.01% 2022
2016
Q4
$1K Hold
10
﹤0.01% 1998
2016
Q3
$1K Buy
+10
New +$1.46K ﹤0.01% 1924
2016
Q2
Sell
-100
Closed -$14K 1851
2016
Q1
$14K Buy
+100
New +$13.9K ﹤0.01% 1208

Other funds holding TLH

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

Geneos Wealth Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 3.2% in Q2 2026, buying an estimated $107K and bringing the position to 34,559 shares worth $3.47M. The position accounts for 0.07% of the portfolio, ranked #281.

Geneos Wealth Management first reported a position in TLH in Q1 2016 and has held it in 25 quarters since. The position peaked at $3.94M in Q2 2023. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Geneos Wealth Management held 34,559 shares of iShares 10-20 Year Treasury Bond ETF worth $3.47M as of Q2 2026.
  • Geneos Wealth Management bought 1,068 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $107K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.07% of Geneos Wealth Management's portfolio in Q2 2026, its #281 holding.
  • Geneos Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2016 and has held it in 25 quarters since.
  • Geneos Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $3.94M in Q2 2023.
  • 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.