Newbridge Financial Services Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Newbridge Financial Services 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 Q3	$6.27K	Hold	68	–	–	﹤0.01%	922
2026 Q2	$6.82K	Hold	68	–	–	﹤0.01%	913
2026 Q1	$6.85K	Hold	68	–	–	﹤0.01%	858
2025 Q4	$6.91K	Hold	68	–	–	﹤0.01%	847
2025 Q3	$7K	Hold	68	–	–	﹤0.01%	962
2025 Q2	$6.91K	Hold	68	–	–	﹤0.01%	971
2025 Q1	$7.06K	Hold	68	–	–	﹤0.01%	745
2024 Q4	$6.77K	Buy	+68	New	+$7.04K	﹤0.01%	811
2024 Q3	–	Sell	-68	Closed	-$6.98K	–	1065
2024 Q2	$6.98K	Hold	68	–	–	﹤0.01%	775
2024 Q1	$7.14K	Hold	68	–	–	﹤0.01%	835
2023 Q4	$7.36K	Sell	68 -200	-75%	-$20K	﹤0.01%	798
2023 Q3	$26.4K	Hold	268	–	–	0.01%	580
2023 Q2	$29.7K	Hold	268	–	–	0.01%	584
2023 Q1	$30.7K	Hold	268	–	–	0.02%	586
2022 Q4	$29K	Buy	268 +68	+34%	+$7.37K	0.02%	603
2022 Q3	$22K	Hold	200	–	–	0.01%	675
2022 Q2	$24K	Hold	200	–	–	0.01%	609
2022 Q1	$27K	Buy	+200	New	+$28K	0.01%	643
2021 Q4	–	Sell	-61	Closed	-$9K	–	1531
2021 Q3	$9K	Hold	61	–	–	0.01%	915
2021 Q2	$9K	Hold	61	–	–	0.01%	1018
2021 Q1	$9K	Hold	61	–	–	0.01%	927
2020 Q4	$10K	Hold	61	–	–	0.01%	737
2020 Q3	$10K	Buy	+61	New	+$10.3K	0.01%	678

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Hamilton Capital Partners Atlanta, Georgia $356M AUM 0.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Newbridge Financial Services Group's TLH Position: Q3 2026 in Review

Newbridge Financial Services Group held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q3 2026 at 68 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Newbridge Financial Services Group first reported a position in TLH in Q3 2020 and has held it in 23 quarters since. The position peaked at $30.7K in Q1 2023. 468 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Newbridge Financial Services Group held 68 shares of iShares 10-20 Year Treasury Bond ETF worth $6.27K as of Q3 2026.
Newbridge Financial Services Group left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #922 holding.
Newbridge Financial Services Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2020 and has held it in 23 quarters since.
Newbridge Financial Services Group's iShares 10-20 Year Treasury Bond ETF position peaked at $30.7K in Q1 2023.
468 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.