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West Wealth Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

West Wealth 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
Q1 		– Sell
-25,837
Closed -$2.63M – 141
2025
Q4 		$2.63M Buy
25,837
+4,720
+22% +$487K 0.55% 28
2025
Q3 		$2.2M Buy
21,117
+2,620
+14% +$265K 0.5% 29
2025
Q2 		$1.88M Buy
18,497
+2,478
+15% +$249K 0.47% 29
2025
Q1 		$1.67M Sell
16,019
-1,293
-7% -$131K 0.49% 27
2024
Q4 		$1.72M Buy
17,312
+4,703
+37% +$487K 0.51% 25
2024
Q3 		$1.38M Buy
12,609
+1,545
+14% +$166K 0.45% 27
2024
Q2 		$1.14M Sell
11,064
-1,983
-15% -$202K 0.4% 29
2024
Q1 		$1.37M Buy
+13,047
New +$1.37M 0.51% 29
2023
Q3 		– Sell
-15,744
Closed -$1.74M – 82
2023
Q2 		$1.74M Buy
15,744
+59
+0.4% +$6.62K 0.74% 17
2023
Q1 		$1.8M Sell
15,685
-4,737
-23% -$533K 0.83% 16
2022
Q4 		$2.21M Buy
20,422
+4,495
+28% +$487K 1.1% 16
2022
Q3 		$1.74M Sell
15,927
-1,129
-7% -$134K 0.88% 16
2022
Q2 		$2.05M Sell
17,056
-3,458
-17% -$424K 0.95% 18
2022
Q1 		$2.76M Sell
20,514
-2,343
-10% -$328K 1.1% 18
2021
Q4 		$3.39M Buy
+22,857
New +$3.38M 1.28% 19

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

West Wealth Group's TLH Position: Q1 2026 in Review

West Wealth Group sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 25,837 shares — an estimated $2.63M sold.

West Wealth Group first reported a position in TLH in Q4 2021 and held it in 15 quarters. The position peaked at $3.39M in Q4 2021. 635 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • West Wealth Group reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • West Wealth Group sold 25,837 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.63M.
  • West Wealth Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and held it in 15 quarters.
  • West Wealth Group's iShares 10-20 Year Treasury Bond ETF position peaked at $3.39M in Q4 2021.
  • 635 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.