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

Quadrant Private 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 Q1	$1.57M	Sell	15,544 -1,962	-11%	-$200K	0.24%	95
2025 Q4	$1.78M	Buy	17,506 +1,111	+7%	+$115K	0.29%	84
2025 Q3	$1.69M	Sell	16,395 -5,284	-24%	-$535K	0.31%	84
2025 Q2	$2.2M	Buy	21,679 +6,534	+43%	+$656K	0.46%	65
2025 Q1	$1.57M	Sell	15,145 -6,466	-30%	-$655K	0.39%	69
2024 Q4	$2.15M	Buy	21,611 +9,376	+77%	+$970K	0.53%	58
2024 Q3	$1.34M	Sell	12,235 -508	-4%	-$54.5K	0.33%	76
2024 Q2	$1.31M	Buy	12,743 +3,039	+31%	+$309K	0.3%	78
2024 Q1	$1.02M	Sell	9,704 -947	-9%	-$99.2K	0.26%	84
2023 Q4	$1.15M	Buy	10,651 +6,788	+176%	+$679K	0.32%	78
2023 Q3	$380K	Buy	+3,863	New	+$406K	0.13%	139

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 $18.1B AUM 15% 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

Quadrant Private Wealth Management's TLH Position: Q1 2026 in Review

Quadrant Private Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 11% in Q1 2026, selling an estimated $200K and leaving 15,544 shares worth $1.57M. The position accounts for 0.24% of the portfolio, ranked #95.

Quadrant Private Wealth Management first reported a position in TLH in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.2M in Q2 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Quadrant Private Wealth Management held 15,544 shares of iShares 10-20 Year Treasury Bond ETF worth $1.57M as of Q1 2026.
Quadrant Private Wealth Management sold 1,962 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $200K.
iShares 10-20 Year Treasury Bond ETF made up 0.24% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #95 holding.
Quadrant Private Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
Quadrant Private Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $2.2M in Q2 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.