Beacon Pointe Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Beacon Pointe Advisors’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	$505K	Buy	5,012 +1,324	+36%	+$135K	﹤0.01%	1296
2025 Q4	$375K	Sell	3,688 -458	-11%	-$47.3K	﹤0.01%	1173
2025 Q3	$427K	Sell	4,146 -8,329	-67%	-$843K	﹤0.01%	1060
2025 Q2	$1.27M	Sell	12,475 -1,240	-9%	-$124K	0.01%	595
2025 Q1	$1.42M	Sell	13,715 -10,369	-43%	-$1.05M	0.02%	545
2024 Q4	$2.4M	Sell	24,084 -11,308	-32%	-$1.17M	0.03%	423
2024 Q3	$3.87M	Sell	35,392 -56,777	-62%	-$6.09M	0.04%	341
2024 Q2	$9.47M	Buy	92,169 +1,903	+2%	+$194K	0.11%	165
2024 Q1	$9.48M	Buy	90,266 +3,096	+4%	+$324K	0.11%	183
2023 Q4	$9.44M	Buy	87,170 +67,933	+353%	+$6.8M	0.11%	174
2023 Q3	$1.89M	Buy	+19,237	New	+$2.02M	0.02%	471
2023 Q2	–	Sell	-8,793	Closed	-$1.01M	–	1189
2023 Q1	$1.01M	Buy	+8,793	New	+$989K	0.02%	546

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Beacon Pointe Advisors's TLH Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 36% in Q1 2026, buying an estimated $135K and bringing the position to 5,012 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Beacon Pointe Advisors first reported a position in TLH in Q1 2023 and has held it in 12 quarters since. The position peaked at $9.48M in Q1 2024. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Beacon Pointe Advisors held 5,012 shares of iShares 10-20 Year Treasury Bond ETF worth $505K as of Q1 2026.
Beacon Pointe Advisors bought 1,324 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $135K.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1296 holding.
Beacon Pointe Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and has held it in 12 quarters since.
Beacon Pointe Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $9.48M in Q1 2024.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.