Maripau Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Maripau Wealth Management’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	$525K	Buy	5,216 +469	+10%	+$47.9K	0.23%	83
2025 Q4	$483K	Sell	4,747 -458	-9%	-$47.3K	0.22%	86
2025 Q3	$536K	Buy	5,205 +147	+3%	+$14.9K	0.27%	71
2025 Q2	$513K	Buy	+5,058	New	+$508K	0.26%	86
2024 Q1	–	Sell	-1,922	Closed	-$208K	–	147
2023 Q4	$208K	Sell	1,922 -132	-6%	-$13.2K	0.18%	105
2023 Q3	$202K	Sell	2,054 -7,185	-78%	-$755K	0.19%	95
2023 Q2	$1.02M	Sell	9,239 -1,046	-10%	-$117K	0.91%	28
2023 Q1	$1.18M	Sell	10,285 -342	-3%	-$38.5K	1.23%	22
2022 Q4	$1.23M	Buy	10,627 +3,703	+53%	+$401K	1.28%	22
2022 Q3	$722K	Buy	6,924 +2,097	+43%	+$248K	0.78%	34
2022 Q2	$604K	Sell	4,827 -194	-4%	-$23.8K	0.65%	37
2022 Q1	$619K	Buy	5,021 +802	+19%	+$112K	0.56%	41
2021 Q4	$585K	Buy	+4,219	New	+$625K	0.55%	43

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

Maripau Wealth Management's TLH Position: Q1 2026 in Review

Maripau Wealth Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 9.9% in Q1 2026, buying an estimated $47.9K and bringing the position to 5,216 shares worth $525K. The position accounts for 0.23% of the portfolio, ranked #83.

Maripau Wealth Management first reported a position in TLH in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.23M in Q4 2022. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Maripau Wealth Management held 5,216 shares of iShares 10-20 Year Treasury Bond ETF worth $525K as of Q1 2026.
Maripau Wealth Management bought 469 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $47.9K.
iShares 10-20 Year Treasury Bond ETF made up 0.23% of Maripau Wealth Management's portfolio in Q1 2026, its #83 holding.
Maripau Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and has held it in 13 quarters since.
Maripau Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.23M in Q4 2022.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.