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

Insight 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	–	Sell	-26,506	Closed	-$2.69M	–	282
2025 Q4	$2.69M	Sell	26,506 -2,271	-8%	-$234K	0.41%	41
2025 Q3	$2.96M	Buy	28,777 +270	+0.9%	+$27.3K	0.45%	38
2025 Q2	$2.9M	Buy	28,507 +2,550	+10%	+$256K	0.46%	36
2025 Q1	$2.69M	Buy	25,957 +4,187	+19%	+$424K	0.47%	38
2024 Q4	$2.17M	Buy	21,770 +4,293	+25%	+$444K	0.37%	47
2024 Q3	$1.91M	Buy	17,477 +2,862	+20%	+$307K	0.33%	49
2024 Q2	$1.5M	Buy	14,615 +6,184	+73%	+$630K	0.27%	64
2024 Q1	$886K	Buy	+8,431	New	+$883K	0.17%	99

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

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

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Insight Advisors's TLH Position: Q1 2026 in Review

Insight Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 26,506 shares — an estimated $2.69M sold.

Insight Advisors first reported a position in TLH in Q1 2024 and held it in 8 quarters. The position peaked at $2.96M in Q3 2025. 635 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Insight Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Insight Advisors sold 26,506 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.69M.
Insight Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2024 and held it in 8 quarters.
Insight Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $2.96M in Q3 2025.
635 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.