JSW
TLH icon

Journey Strategic Wealth’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Journey Strategic Wealth’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 		$254K Sell
2,524
-313
-11% -$32K 0.01% 639
2025
Q4 		$288K Buy
2,837
+88
+3% +$9.08K 0.01% 523
2025
Q3 		$283K Sell
2,749
-713
-21% -$72.1K 0.01% 502
2025
Q2 		$352K Sell
3,462
-2,281
-40% -$229K 0.01% 380
2025
Q1 		$596K Buy
5,743
+1,849
+47% +$187K 0.02% 197
2024
Q4 		$388K Sell
3,894
-164
-4% -$17K 0.01% 278
2024
Q3 		$444K Buy
+4,058
New +$435K 0.02% 240

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Journey Strategic Wealth's TLH Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 11% in Q1 2026, selling an estimated $32K and leaving 2,524 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #639.

Journey Strategic Wealth first reported a position in TLH in Q3 2024 and has held it in 7 quarters since. The position peaked at $596K in Q1 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Journey Strategic Wealth held 2,524 shares of iShares 10-20 Year Treasury Bond ETF worth $254K as of Q1 2026.
  • Journey Strategic Wealth sold 313 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $32K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #639 holding.
  • Journey Strategic Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Journey Strategic Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $596K in Q1 2025.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.