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TLH icon

GenWealth Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

GenWealth Group’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 		– Sell
-65,413
Closed -$6.66M – 92
2025
Q4 		$6.66M Buy
65,413
+61,184
+1,447% +$6.31M 1.14% 21
2025
Q3 		$436K Sell
4,229
-159
-4% -$16.1K 0.08% 51
2025
Q2 		$446K Sell
4,388
-399
-8% -$40K 0.09% 49
2025
Q1 		$497K Sell
4,787
-270
-5% -$27.4K 0.11% 47
2024
Q4 		$503K Sell
5,057
-4,463
-47% -$462K 0.11% 46
2024
Q3 		$1.04M Sell
9,520
-24
-0.3% -$2.57K 0.24% 41
2024
Q2 		$980K Sell
9,544
-110
-1% -$11.2K 0.24% 40
2024
Q1 		$1.01M Sell
9,654
-509
-5% -$53.3K 0.26% 40
2023
Q4 		$1.1M Sell
10,163
-602
-6% -$60.3K 0.3% 39
2023
Q3 		$1.06M Buy
10,765
+2,915
+37% +$306K 0.32% 39
2023
Q2 		$870K Buy
7,850
+444
+6% +$49.8K 0.25% 40
2023
Q1 		$848K Sell
7,406
-4,856
-40% -$546K 0.26% 40
2022
Q4 		$1.33M Buy
+12,262
New +$1.33M 0.43% 35
2022
Q1 		– Sell
-21,326
Closed -$3.16M – 77
2021
Q4 		$3.16M Buy
+21,326
New +$3.16M 0.86% 25
2021
Q2 		– Sell
-2,155
Closed -$302K – 68
2021
Q1 		$302K Hold
2,155
– – 0.1% 56
2020
Q4 		$343K Buy
+2,155
New +$349K 0.11% 54
2020
Q3 		– Sell
-2,901
Closed -$484K – 70
2020
Q2 		$484K Buy
2,901
+902
+45% +$151K 0.19% 42
2020
Q1 		$335K Buy
+1,999
New +$309K 0.15% 40
2019
Q2 		– Sell
-104,572
Closed -$14.2M – 67
2019
Q1 		$14.2M Buy
104,572
+15,943
+18% +$2.13M 6.44% 4
2018
Q4 		$11.8M Sell
88,629
-5,634
-6% -$723K 5.89% 6
2018
Q3 		$12.1M Buy
94,263
+2,970
+3% +$387K 5.57% 7
2018
Q2 		$12M Buy
91,293
+7,117
+8% +$926K 5.89% 4
2018
Q1 		$11.1M Buy
84,176
+8,691
+12% +$1.14M 5.72% 5
2017
Q4 		$10.1M Buy
75,485
+10,980
+17% +$1.5M 5.04% 8
2017
Q3 		$8.8M Buy
64,505
+5,618
+10% +$771K 5.27% 8
2017
Q2 		$8.03M Buy
+58,887
New +$8.03M 5.41% 7

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

GenWealth Group's TLH Position: Q1 2026 in Review

GenWealth Group sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 65,413 shares — an estimated $6.66M sold.

GenWealth Group first reported a position in TLH in Q2 2017 and held it in 26 quarters. The position peaked at $14.2M in Q1 2019. 633 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • GenWealth Group reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • GenWealth Group sold 65,413 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.66M.
  • GenWealth Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2017 and held it in 26 quarters.
  • GenWealth Group's iShares 10-20 Year Treasury Bond ETF position peaked at $14.2M in Q1 2019.
  • 633 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on GenWealth Group's 13F filing for Q1 2026, filed 11 May 2026.