Milestone Asset Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Milestone Asset 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	–	Sell	-10,034	Closed	-$1.02M	–	257
2025 Q4	$1.02M	Buy	+10,034	New	+$1.04M	0.19%	103
2025 Q3	–	Sell	-11,175	Closed	-$1.14M	–	251
2025 Q2	$1.14M	Buy	+11,175	New	+$1.12M	0.24%	76
2024 Q4	–	Sell	-10,576	Closed	-$1.16M	–	238
2024 Q3	$1.16M	Buy	+10,576	New	+$1.13M	0.26%	81
2024 Q2	–	Sell	-2,668	Closed	-$280K	–	208
2024 Q1	$280K	Buy	+2,668	New	+$279K	0.08%	145

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

Milestone Asset Management's TLH Position: Q1 2026 in Review

Milestone Asset Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 10,034 shares — an estimated $1.02M sold.

Milestone Asset Management first reported a position in TLH in Q1 2024 and held it in 4 quarters. The position peaked at $1.16M in Q3 2024. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Milestone Asset Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Milestone Asset Management sold 10,034 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.02M.
Milestone Asset Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2024 and held it in 4 quarters.
Milestone Asset Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.16M in Q3 2024.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Milestone Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.