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

Perigon 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 Q3	$531K	Sell	5,766 -180	-3%	-$17.4K	0.01%	878
2026 Q2	$597K	Sell	5,946 -1,975	-25%	-$197K	0.01%	804
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Perigon Wealth Management's TLH Position: Q3 2026 in Review

Perigon Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 3% in Q3 2026, selling an estimated $17.4K and leaving 5,766 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #878.

Perigon Wealth Management first reported a position in TLH in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.57M in Q1 2024. 213 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Perigon Wealth Management held 5,766 shares of iShares 10-20 Year Treasury Bond ETF worth $531K as of Q3 2026.
Perigon Wealth Management sold 180 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $17.4K.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #878 holding.
Perigon Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2020 and has held it in 15 quarters since.
Perigon Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.57M in Q1 2024.
213 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.