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 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 $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Pinion Investment Advisors's TLH Position: Q1 2026 in Review

Pinion Investment Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 7% in Q1 2026, selling an estimated $154K and leaving 20,085 shares worth $2.02M. The position accounts for 0.47% of the portfolio, ranked #40.

Pinion Investment Advisors first reported a position in TLH in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.19M in Q4 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Pinion Investment Advisors held 20,085 shares of iShares 10-20 Year Treasury Bond ETF worth $2.02M as of Q1 2026.
Pinion Investment Advisors sold 1,504 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $154K.
iShares 10-20 Year Treasury Bond ETF made up 0.47% of Pinion Investment Advisors's portfolio in Q1 2026, its #40 holding.
Pinion Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
Pinion Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $2.19M in Q4 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.