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

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

Pettinga Financial Advisors's TLH Position: Q2 2026 in Review

Pettinga Financial Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 0.38% in Q2 2026, buying an estimated $3.2K and bringing the position to 8,450 shares worth $848K. The position accounts for 0.14% of the portfolio, ranked #79.

Pettinga Financial Advisors first reported a position in TLH in Q1 2022 and has held it in 12 quarters since. The position peaked at $7.46M in Q3 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Pettinga Financial Advisors held 8,450 shares of iShares 10-20 Year Treasury Bond ETF worth $848K as of Q2 2026.
Pettinga Financial Advisors bought 32 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.2K.
iShares 10-20 Year Treasury Bond ETF made up 0.14% of Pettinga Financial Advisors's portfolio in Q2 2026, its #79 holding.
Pettinga Financial Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and has held it in 12 quarters since.
Pettinga Financial Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $7.46M in Q3 2025.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.