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

Mariner’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	$8.52M	Sell	84,545 -1,295	-2%	-$132K	0.01%	822
2025 Q4	$8.73M	Buy	85,840 +20,253	+31%	+$2.09M	0.01%	766
2025 Q3	$6.75M	Sell	65,587 -24,984	-28%	-$2.53M	0.01%	791
2025 Q2	$9.2M	Sell	90,571 -19,679	-18%	-$1.97M	0.01%	631
2025 Q1	$11.4M	Buy	110,250 +16,300	+17%	+$1.65M	0.02%	517
2024 Q4	$9.35M	Buy	93,950 +32,299	+52%	+$3.34M	0.02%	566
2024 Q3	$6.74M	Buy	61,651 +51,298	+495%	+$5.5M	0.01%	677
2024 Q2	$1.06M	Buy	10,353 +3,871	+60%	+$394K	﹤0.01%	1466
2024 Q1	$681K	Sell	6,482 -7,808	-55%	-$818K	﹤0.01%	1796
2023 Q4	$1.55M	Buy	14,290 +9,952	+229%	+$996K	﹤0.01%	1176
2023 Q3	$427K	Sell	4,338 -3,715	-46%	-$390K	﹤0.01%	1882
2023 Q2	$892K	Buy	8,053 +4,783	+146%	+$536K	﹤0.01%	1376
2023 Q1	$375K	Buy	3,270 +118	+4%	+$13.3K	﹤0.01%	1901
2022 Q4	$341K	Buy	3,152 +664	+27%	+$72K	﹤0.01%	1922
2022 Q3	$271K	Buy	+2,488	New	+$294K	﹤0.01%	1848
2016 Q4	–	Sell	-5	Closed	-$1K	–	769
2016 Q3	$1K	Buy	+5	New	+$728	﹤0.01%	801

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

Mariner's TLH Position: Q1 2026 in Review

Mariner reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 1.5% in Q1 2026, selling an estimated $132K and leaving 84,545 shares worth $8.52M. The position accounts for 0.01% of the portfolio, ranked #822.

Mariner first reported a position in TLH in Q3 2016 and has held it in 16 quarters since. The position peaked at $11.4M in Q1 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Mariner held 84,545 shares of iShares 10-20 Year Treasury Bond ETF worth $8.52M as of Q1 2026.
Mariner sold 1,295 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $132K.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of Mariner's portfolio in Q1 2026, its #822 holding.
Mariner first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2016 and has held it in 16 quarters since.
Mariner's iShares 10-20 Year Treasury Bond ETF position peaked at $11.4M in Q1 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.