HighPoint Advisor Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

HighPoint Advisor 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 Q2	$5.8M	Sell	57,773 -252	-0.4%	-$25.2K	0.2%	99
2026 Q1	$5.84M	Buy	58,025 +15,948	+38%	+$1.63M	0.24%	89
2025 Q4	$4.28M	Buy	+42,077	New	+$4.34M	0.09%	195

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

HighPoint Advisor Group's TLH Position: Q2 2026 in Review

HighPoint Advisor Group reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 0.43% in Q2 2026, selling an estimated $25.2K and leaving 57,773 shares worth $5.8M. The position accounts for 0.2% of the portfolio, ranked #99.

HighPoint Advisor Group first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.84M in Q1 2026. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

HighPoint Advisor Group held 57,773 shares of iShares 10-20 Year Treasury Bond ETF worth $5.8M as of Q2 2026.
HighPoint Advisor Group sold 252 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $25.2K.
iShares 10-20 Year Treasury Bond ETF made up 0.2% of HighPoint Advisor Group's portfolio in Q2 2026, its #99 holding.
HighPoint Advisor Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
HighPoint Advisor Group's iShares 10-20 Year Treasury Bond ETF position peaked at $5.84M in Q1 2026.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.