Klaas Financial Asset Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Klaas Financial Asset 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	-7,859	Closed	-$799K	–	63
2025 Q4	$799K	Sell	7,859 -70	-0.9%	-$7.22K	0.12%	40
2025 Q3	$817K	Sell	7,929 -118	-1%	-$11.9K	0.12%	40
2025 Q2	$818K	Buy	8,047 +107	+1%	+$10.7K	0.13%	40
2025 Q1	$824K	Buy	7,940 +385	+5%	+$39K	0.14%	40
2024 Q4	$752K	Sell	7,555 -171	-2%	-$17.7K	0.13%	39
2024 Q3	$845K	Buy	7,726 +143	+2%	+$15.3K	0.15%	38
2024 Q2	$779K	Buy	7,583 +803	+12%	+$81.7K	0.14%	41
2024 Q1	$712K	Buy	6,780 +89	+1%	+$9.32K	0.14%	39
2023 Q4	$724K	Sell	6,691 -15	-0.2%	-$1.5K	0.15%	39
2023 Q3	$660K	Sell	6,706 -286	-4%	-$30K	0.15%	39
2023 Q2	$775K	Sell	6,992 -402	-5%	-$45.1K	0.17%	37
2023 Q1	$847K	Sell	7,394 -382	-5%	-$43K	0.2%	35
2022 Q4	$841K	Buy	+7,776	New	+$843K	0.21%	34

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

Klaas Financial Asset Advisors's TLH Position: Q1 2026 in Review

Klaas Financial Asset Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 7,859 shares — an estimated $799K sold.

Klaas Financial Asset Advisors first reported a position in TLH in Q4 2022 and held it in 13 quarters. The position peaked at $847K in Q1 2023. 635 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Klaas Financial Asset Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Klaas Financial Asset Advisors sold 7,859 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $799K.
Klaas Financial Asset Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and held it in 13 quarters.
Klaas Financial Asset Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $847K in Q1 2023.
635 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Klaas Financial Asset Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.