Pettinga Financial Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Pettinga Financial 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	$848K	Buy	8,450 +32	+0.4%	+$3.2K	0.14%	79
2026 Q1	$848K	Sell	8,418 -6,447	-43%	-$658K	0.16%	78
2025 Q4	$1.51M	Sell	14,865 -57,582	-79%	-$5.94M	0.29%	56
2025 Q3	$7.46M	Sell	72,447 -749	-1%	-$75.8K	1.45%	21
2025 Q2	$7.44M	Buy	73,196 +37,539	+105%	+$3.77M	1.63%	21
2025 Q1	$3.7M	Buy	+35,657	New	+$3.61M	0.87%	31
2023 Q3	–	Sell	-40,385	Closed	-$4.47M	–	112
2023 Q2	$4.47M	Sell	40,385 -11	-0%	-$1.23K	1.33%	21
2023 Q1	$4.63M	Buy	40,396 +8,719	+28%	+$981K	1.44%	20
2022 Q4	$3.43M	Buy	31,677 +8,513	+37%	+$923K	1.12%	24
2022 Q3	$2.52M	Sell	23,164 -14,506	-39%	-$1.72M	0.87%	26
2022 Q2	$4.53M	Buy	37,670 +20,769	+123%	+$2.55M	1.36%	20
2022 Q1	$2.27M	Buy	+16,901	New	+$2.37M	0.57%	38

Other funds holding TLH

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return