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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$798K Sell
7,921
-443
-5% -$45.2K 0.01% 603
2025
Q4
$850K Buy
8,364
+701
+9% +$72.3K 0.02% 597
2025
Q3
$789K Buy
7,663
+520
+7% +$52.6K 0.02% 586
2025
Q2
$726K Buy
7,143
+1,102
+18% +$111K 0.02% 573
2025
Q1
$627K Sell
6,041
-3,203
-35% -$325K 0.02% 574
2024
Q4
$916K Sell
9,244
-4,158
-31% -$430K 0.02% 466
2024
Q3
$1.47M Sell
13,402
-743
-5% -$79.6K 0.04% 342
2024
Q2
$1.45M Sell
14,145
-756
-5% -$77K 0.04% 296
2024
Q1
$1.57M Buy
14,901
+12,840
+623% +$1.34M 0.05% 283
2023
Q4
$223K Sell
2,061
-86
-4% -$8.61K 0.01% 759
2023
Q3
$211K Sell
2,147
-10,484
-83% -$1.1M 0.01% 716
2023
Q2
$1.4M Buy
+12,631
New +$1.42M 0.06% 255
2021
Q1
Sell
-234
Closed -$37K 983
2020
Q4
$37K Buy
+234
New +$37.8K ﹤0.01% 845

Other funds holding TLH

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

Perigon Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 5.3% in Q1 2026, selling an estimated $45.2K and leaving 7,921 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #603.

Perigon Wealth Management first reported a position in TLH in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.57M in Q1 2024. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Perigon Wealth Management held 7,921 shares of iShares 10-20 Year Treasury Bond ETF worth $798K as of Q1 2026.
  • Perigon Wealth Management sold 443 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $45.2K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #603 holding.
  • Perigon Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2020 and has held it in 13 quarters since.
  • Perigon Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.57M in Q1 2024.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.