Apeiron RIA’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Apeiron RIA’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 Q2	$259K	Sell	2,581 -1,654	-39%	-$165K	0.07%	143
2026 Q1	$427K	Sell	4,235 -21,230	-83%	-$2.17M	0.1%	126
2025 Q4	$2.57M	Buy	25,465 +1,000	+4%	+$103K	0.52%	41
2025 Q3	$2.54M	Buy	24,465 +1,276	+6%	+$129K	0.57%	48
2025 Q2	$2.36M	Buy	23,189 +19,315	+499%	+$1.94M	0.61%	45
2025 Q1	$402K	Sell	3,874 -498	-11%	-$50.5K	0.12%	136
2024 Q4	$435K	Buy	4,372 +119	+3%	+$12.3K	0.12%	133
2024 Q3	$465K	Buy	4,253 +85	+2%	+$9.11K	0.13%	122
2024 Q2	$428K	Buy	4,168 +321	+8%	+$32.7K	0.13%	128
2024 Q1	$404K	Buy	3,847 +974	+34%	+$102K	0.12%	141
2023 Q4	$311K	Buy	+2,873	New	+$288K	0.1%	152
2023 Q3	–	Sell	-13,581	Closed	-$1.5M	–	195
2023 Q2	$1.5M	Buy	13,581 +758	+6%	+$85K	0.52%	40
2023 Q1	$1.47M	Sell	12,823 -1,471	-10%	-$165K	0.51%	38
2022 Q4	$1.55M	Buy	14,294 +2,588	+22%	+$281K	0.59%	38
2022 Q3	$1.25M	Buy	+11,706	New	+$1.39M	0.58%	37
2022 Q2	–	Sell	-8,272	Closed	-$1.07M	–	196
2022 Q1	$1.07M	Buy	8,272 +3,823	+86%	+$536K	0.51%	43
2021 Q4	$660K	Buy	+4,449	New	+$659K	0.27%	74

Other funds holding TLH

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HCP

Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Apeiron RIA's TLH Position: Q2 2026 in Review

Apeiron RIA reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 39% in Q2 2026, selling an estimated $165K and leaving 2,581 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #143.

Apeiron RIA first reported a position in TLH in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.57M in Q4 2025. 124 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Apeiron RIA held 2,581 shares of iShares 10-20 Year Treasury Bond ETF worth $259K as of Q2 2026.
Apeiron RIA sold 1,654 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $165K.
iShares 10-20 Year Treasury Bond ETF made up 0.07% of Apeiron RIA's portfolio in Q2 2026, its #143 holding.
Apeiron RIA first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and has held it in 17 quarters since.
Apeiron RIA's iShares 10-20 Year Treasury Bond ETF position peaked at $2.57M in Q4 2025.
124 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.