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

Medallion Wealth 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	-14	Closed	-$1.42K	–	1153
2025 Q4	$1.42K	Hold	14	–	–	﹤0.01%	1026
2025 Q3	$1.44K	Hold	14	–	–	﹤0.01%	1008
2025 Q2	$1.42K	Hold	14	–	–	﹤0.01%	996
2025 Q1	$1.46K	Hold	14	–	–	﹤0.01%	955
2024 Q4	$1.39K	Buy	+14	New	+$1.45K	﹤0.01%	899

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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 $58.2B AUM 22.78% 1-Year Est. Return

Medallion Wealth Advisors's TLH Position: Q1 2026 in Review

Medallion Wealth Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 14 shares — an estimated $1.42K sold.

Medallion Wealth Advisors first reported a position in TLH in Q4 2024 and held it in 5 quarters. The position peaked at $1.46K in Q1 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Medallion Wealth Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 14 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.42K.
Medallion Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and held it in 5 quarters.
Medallion Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.46K in Q1 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.