GeoWealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

GeoWealth Management’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	$381K	Sell	3,787 -787	-17%	-$80.4K	0.01%	534
2025 Q4	$465K	Sell	4,574 -21,532	-82%	-$2.22M	0.02%	461
2025 Q3	$2.69M	Buy	26,106 +10,855	+71%	+$1.1M	0.1%	134
2025 Q2	$1.55M	Buy	15,251 +645	+4%	+$64.7K	0.06%	186
2025 Q1	$1.52M	Buy	14,606 +4,665	+47%	+$473K	0.06%	195
2024 Q4	$990K	Buy	9,941 +388	+4%	+$40.1K	0.03%	298
2024 Q3	$1.04M	Sell	9,553 -1,958	-17%	-$210K	0.04%	294
2024 Q2	$1.18M	Sell	11,511 -607	-5%	-$61.8K	0.05%	235
2024 Q1	$1.27M	Sell	12,118 -3,591	-23%	-$376K	0.05%	248
2023 Q4	$1.7M	Sell	15,709 -4,744	-23%	-$475K	0.14%	145
2023 Q3	$2.02M	Buy	20,453 +1,624	+9%	+$171K	0.23%	97
2023 Q2	$2.09M	Buy	18,829 +5,006	+36%	+$561K	0.23%	85
2023 Q1	$1.58M	Sell	13,823 -585	-4%	-$65.8K	0.19%	76
2022 Q4	$1.56M	Sell	14,408 -591	-4%	-$64.1K	0.16%	89
2022 Q3	$1.63M	Buy	14,999 +12,927	+624%	+$1.53M	0.18%	93
2022 Q2	$249K	Sell	2,072 -94	-4%	-$11.5K	0.03%	224
2022 Q1	$291K	Sell	2,166 -7,090	-77%	-$993K	0.03%	262
2021 Q4	$1.37M	Sell	9,256 -9,665	-51%	-$1.43M	0.11%	128
2021 Q3	$2.78M	Buy	18,921 +16,581	+709%	+$2.5M	0.23%	94
2021 Q2	$344K	Sell	2,340 -529	-18%	-$75.8K	0.04%	180
2021 Q1	$402K	Buy	2,869 +403	+16%	+$59.8K	0.06%	137
2020 Q4	$395K	Buy	+2,466	New	+$399K	0.06%	156

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 $20.9B AUM 19.34% 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

GeoWealth Management's TLH Position: Q1 2026 in Review

GeoWealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 17% in Q1 2026, selling an estimated $80.4K and leaving 3,787 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #534.

GeoWealth Management first reported a position in TLH in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.78M in Q3 2021. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

GeoWealth Management held 3,787 shares of iShares 10-20 Year Treasury Bond ETF worth $381K as of Q1 2026.
GeoWealth Management sold 787 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $80.4K.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #534 holding.
GeoWealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2020 and has held it in 22 quarters since.
GeoWealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $2.78M in Q3 2021.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.