JPL 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
$668K Buy
6,656
+5,841
+717% +$584K 0.13% 93
2026
Q1
$82.1K Buy
+815
New +$83.2K 0.02% 178

Other funds holding TLH

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

JPL Wealth Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 717% in Q2 2026, buying an estimated $584K and bringing the position to 6,656 shares worth $668K. The position accounts for 0.13% of the portfolio, ranked #93.

JPL Wealth Management first reported a position in TLH in Q1 2026 and has held it in 2 quarters since. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • JPL Wealth Management held 6,656 shares of iShares 10-20 Year Treasury Bond ETF worth $668K as of Q2 2026.
  • JPL Wealth Management bought 5,841 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $584K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.13% of JPL Wealth Management's portfolio in Q2 2026, its #93 holding.
  • JPL Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.