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

Gilpin Wealth 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 Q3	$972K	Sell	10,547 -1,395	-12%	-$135K	0.66%	44
2026 Q2	$1.2M	Sell	11,942 -1,036	-8%	-$104K	0.83%	37
2026 Q1	$1.31M	Sell	12,978 -151	-1%	-$15.4K	1.04%	29
2025 Q4	$1.33M	Buy	+13,129	New	+$1.35M	1.06%	27

Other funds holding TLH

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gilpin Wealth Management's TLH Position: Q3 2026 in Review

Gilpin Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 12% in Q3 2026, selling an estimated $135K and leaving 10,547 shares worth $972K. The position accounts for 0.66% of the portfolio, ranked #44.

Gilpin Wealth Management first reported a position in TLH in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.33M in Q4 2025. 30 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Gilpin Wealth Management held 10,547 shares of iShares 10-20 Year Treasury Bond ETF worth $972K as of Q3 2026.
Gilpin Wealth Management sold 1,395 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $135K.
iShares 10-20 Year Treasury Bond ETF made up 0.66% of Gilpin Wealth Management's portfolio in Q3 2026, its #44 holding.
Gilpin Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
Gilpin Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.33M in Q4 2025.
30 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.