Pine Grove Financial Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Pine Grove Financial Group’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	$10.3M	Buy	112,223 +8,952	+9%	+$866K	1%	31
2026 Q2	$10.4M	Sell	103,271 -31,669	-23%	-$3.16M	1.05%	29
2026 Q1	$13.6M	Sell	134,940 -1,638	-1%	-$167K	1.58%	18
2025 Q4	$13.9M	Buy	+136,578	New	+$14.1M	1.68%	19

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

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

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Pine Grove Financial Group's TLH Position: Q3 2026 in Review

Pine Grove Financial Group increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 8.7% in Q3 2026, buying an estimated $866K and bringing the position to 112,223 shares worth $10.3M. The position accounts for 1% of the portfolio, ranked #31.

Pine Grove Financial Group first reported a position in TLH in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.9M in Q4 2025. 184 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Pine Grove Financial Group held 112,223 shares of iShares 10-20 Year Treasury Bond ETF worth $10.3M as of Q3 2026.
Pine Grove Financial Group bought 8,952 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $866K.
iShares 10-20 Year Treasury Bond ETF made up 1% of Pine Grove Financial Group's portfolio in Q3 2026, its #31 holding.
Pine Grove Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
Pine Grove Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $13.9M in Q4 2025.
184 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.