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

Avior 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 Q2	–	Sell	-9,659	Closed	-$973K	–	886
2026 Q1	$973K	Buy	+9,659	New	+$986K	0.03%	359
2025 Q2	–	Sell	-2,069	Closed	-$215K	–	776
2025 Q1	$215K	Sell	2,069 -361	-15%	-$36.6K	0.01%	639
2024 Q4	$242K	Sell	2,430 -11,984	-83%	-$1.24M	0.01%	651
2024 Q3	$1.58M	Sell	14,414 -404	-3%	-$43.3K	0.06%	203
2024 Q2	$1.52M	Buy	14,818 +731	+5%	+$74.4K	0.07%	196
2024 Q1	$1.48M	Buy	14,087 +3,721	+36%	+$390K	0.07%	209
2023 Q4	$1.12M	Buy	10,366 +5,076	+96%	+$508K	0.07%	188
2023 Q3	$521K	Buy	5,290 +5,226	+8,166%	+$549K	0.04%	320
2023 Q2	$7.09K	Hold	64	–	–	﹤0.01%	1084
2023 Q1	$7.33K	Buy	+64	New	+$7.2K	﹤0.01%	1107
2022 Q4	–	Sell	-132	Closed	-$14K	–	1331
2022 Q3	$14K	Buy	132 +127	+2,540%	+$15K	﹤0.01%	804
2022 Q2	$0	Hold	5	–	–	﹤0.01%	1220
2022 Q1	$0	Sell	5 -39	-89%	-$5.46K	﹤0.01%	1234
2021 Q4	$6K	Sell	44 -18	-29%	-$2.67K	﹤0.01%	870
2021 Q3	$9K	Buy	+62	New	+$9.34K	﹤0.01%	782

Other funds holding TLH

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Avior Wealth Management's TLH Position: Q2 2026 in Review

Avior Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 9,659 shares — an estimated $973K sold.

Avior Wealth Management first reported a position in TLH in Q3 2021 and held it in 15 quarters. The position peaked at $1.58M in Q3 2024. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Avior Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Avior Wealth Management sold 9,659 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $973K.
Avior Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and held it in 15 quarters.
Avior Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.58M in Q3 2024.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.