Quotient Wealth Partners’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
Q1
$67.2M Buy
667,619
+24,337
+4% +$2.49M 1.77% 14
2025
Q4
$65.4M Buy
643,282
+622,650
+3,018% +$64.2M 1.74% 17
2025
Q3
$2.12M Sell
20,632
-1,060
-5% -$107K 0.06% 80
2025
Q2
$2.2M Sell
21,692
-27,030
-55% -$2.71M 0.06% 72
2025
Q1
$5.05M Sell
48,722
-1,224
-2% -$124K 0.16% 39
2024
Q4
$4.97M Buy
49,946
+7,728
+18% +$800K 0.16% 39
2024
Q3
$4.62M Sell
42,218
-648
-2% -$69.5K 0.15% 44
2024
Q2
$4.4M Buy
42,866
+39,710
+1,258% +$4.04M 0.15% 44
2024
Q1
$331K Buy
+3,156
New +$331K 0.01% 218

Other funds holding TLH

Quotient Wealth Partners's TLH Position: Q1 2026 in Review

Quotient Wealth Partners increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 3.8% in Q1 2026, buying an estimated $2.49M and bringing the position to 667,619 shares worth $67.2M. The position accounts for 1.77% of the portfolio, ranked #14.

Quotient Wealth Partners first reported a position in TLH in Q1 2024 and has held it in 9 quarters since. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Quotient Wealth Partners held 667,619 shares of iShares 10-20 Year Treasury Bond ETF worth $67.2M as of Q1 2026.
  • Quotient Wealth Partners bought 24,337 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.49M.
  • iShares 10-20 Year Treasury Bond ETF made up 1.77% of Quotient Wealth Partners's portfolio in Q1 2026, its #14 holding.
  • Quotient Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.