Surience Private Wealth’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
Sell
-21,339
Closed -$2.17M 50
2025
Q4
$2.17M Buy
+21,339
New +$2.2M 2.33% 17
2024
Q4
Sell
-28,637
Closed -$3.13M 36
2024
Q3
$3.13M Buy
+28,637
New +$3.07M 3.2% 15
2024
Q2
Sell
-17,315
Closed -$1.82M 41
2024
Q1
$1.82M Buy
+17,315
New +$1.81M 1.72% 21

Other funds holding TLH

Surience Private Wealth's TLH Position: Q1 2026 in Review

Surience Private Wealth sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 21,339 shares — an estimated $2.17M sold.

Surience Private Wealth first reported a position in TLH in Q1 2024 and held it in 3 quarters. The position peaked at $3.13M in Q3 2024. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Surience Private Wealth reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Surience Private Wealth sold 21,339 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.17M.
  • Surience Private Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2024 and held it in 3 quarters.
  • Surience Private Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $3.13M in Q3 2024.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.