Pinion Investment Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Pinion Investment 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	$2.23M	Buy	22,193 +2,108	+10%	+$211K	0.42%	41
2026 Q1	$2.02M	Sell	20,085 -1,504	-7%	-$154K	0.47%	40
2025 Q4	$2.19M	Buy	21,589 +5,553	+35%	+$573K	0.54%	37
2025 Q3	$1.68M	Buy	16,036 +6,789	+73%	+$687K	0.46%	40
2025 Q2	$939K	Buy	9,247 +3,790	+69%	+$380K	0.32%	58
2025 Q1	$566K	Buy	+5,457	New	+$553K	0.12%	92

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Pinion Investment Advisors's TLH Position: Q2 2026 in Review

Pinion Investment Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 10% in Q2 2026, buying an estimated $211K and bringing the position to 22,193 shares worth $2.23M. The position accounts for 0.42% of the portfolio, ranked #41.

Pinion Investment Advisors first reported a position in TLH in Q1 2025 and has held it in 6 quarters since. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Pinion Investment Advisors held 22,193 shares of iShares 10-20 Year Treasury Bond ETF worth $2.23M as of Q2 2026.
Pinion Investment Advisors bought 2,108 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $211K.
iShares 10-20 Year Treasury Bond ETF made up 0.42% of Pinion Investment Advisors's portfolio in Q2 2026, its #41 holding.
Pinion Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.