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 Q2	$409K	Sell	4,080 -1,136	-22%	-$114K	0.15%	116
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 $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

Maripau Wealth Management's TLH Position: Q2 2026 in Review

Maripau Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 22% in Q2 2026, selling an estimated $114K and leaving 4,080 shares worth $409K. The position accounts for 0.15% of the portfolio, ranked #116.

Maripau Wealth Management first reported a position in TLH in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.23M in Q4 2022. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Maripau Wealth Management held 4,080 shares of iShares 10-20 Year Treasury Bond ETF worth $409K as of Q2 2026.
Maripau Wealth Management sold 1,136 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $114K.
iShares 10-20 Year Treasury Bond ETF made up 0.15% of Maripau Wealth Management's portfolio in Q2 2026, its #116 holding.
Maripau Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and has held it in 14 quarters since.
Maripau Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.23M in Q4 2022.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.