Perennial Investment Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Perennial Investment 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 Q2	$314K	Sell	3,127 -574	-16%	-$57.4K	0.02%	426
2026 Q1	$373K	Buy	3,701 +421	+13%	+$43K	0.03%	335
2025 Q4	$333K	Sell	3,280 -396	-11%	-$40.9K	0.03%	354
2025 Q3	$379K	Buy	3,676 +992	+37%	+$100K	0.03%	314
2025 Q2	$273K	Buy	2,684 +469	+21%	+$47.1K	0.03%	374
2025 Q1	$230K	Buy	+2,215	New	+$225K	0.03%	373

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

Perennial Investment Advisors's TLH Position: Q2 2026 in Review

Perennial Investment Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 16% in Q2 2026, selling an estimated $57.4K and leaving 3,127 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #426.

Perennial Investment Advisors first reported a position in TLH in Q1 2025 and has held it in 6 quarters since. The position peaked at $379K in Q3 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Perennial Investment Advisors held 3,127 shares of iShares 10-20 Year Treasury Bond ETF worth $314K as of Q2 2026.
Perennial Investment Advisors sold 574 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $57.4K.
iShares 10-20 Year Treasury Bond ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #426 holding.
Perennial Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Perennial Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $379K in Q3 2025.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.