Pinnacle Associates’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Pinnacle Associates’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	–	Sell	-3,472	Closed	-$348K	–	1010
2026 Q2	$348K	Sell	3,472 -53	-2%	-$5.3K	﹤0.01%	776
2026 Q1	$355K	Hold	3,525	–	–	﹤0.01%	743
2025 Q4	$358K	Buy	3,525 +88	+3%	+$9.08K	﹤0.01%	733
2025 Q3	$354K	Buy	+3,437	New	+$348K	﹤0.01%	712

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

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

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Pinnacle Associates's TLH Position: Q3 2026 in Review

Pinnacle Associates sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2026, closing a stake of 3,472 shares — an estimated $348K sold.

Pinnacle Associates first reported a position in TLH in Q3 2025 and held it in 4 quarters. The position peaked at $358K in Q4 2025. 153 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Pinnacle Associates reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Pinnacle Associates sold 3,472 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $348K.
Pinnacle Associates first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and held it in 4 quarters.
Pinnacle Associates's iShares 10-20 Year Treasury Bond ETF position peaked at $358K in Q4 2025.
153 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.