Sheridan Capital Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Sheridan Capital Management’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	–	Sell	-60,071	Closed	-$6.11M	–	35
2025 Q4	$6.11M	Sell	60,071 -680	-1%	-$70.2K	3.1%	8
2025 Q3	$6.26M	Buy	60,751 +47,595	+362%	+$4.81M	3.3%	8
2025 Q2	$1.34M	Buy	13,156 +148	+1%	+$14.9K	0.92%	18
2025 Q1	$1.35M	Sell	13,008 -1,615	-11%	-$164K	0.98%	17
2024 Q4	$1.46M	Buy	14,623 +486	+3%	+$50.3K	1.02%	17
2024 Q3	$1.55M	Sell	14,137 -113	-0.8%	-$12.1K	1.09%	17
2024 Q2	$1.44M	Buy	14,250 +112	+0.8%	+$11.4K	1.07%	16
2024 Q1	$1.48M	Buy	14,138 +622	+5%	+$65.2K	1.12%	16
2023 Q4	$1.46M	Buy	+13,516	New	+$1.35M	1.18%	15

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Sheridan Capital Management's TLH Position: Q1 2026 in Review

Sheridan Capital Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 60,071 shares — an estimated $6.11M sold.

Sheridan Capital Management first reported a position in TLH in Q4 2023 and held it in 9 quarters. The position peaked at $6.26M in Q3 2025. 635 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Sheridan Capital Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Sheridan Capital Management sold 60,071 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.11M.
Sheridan Capital Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and held it in 9 quarters.
Sheridan Capital Management's iShares 10-20 Year Treasury Bond ETF position peaked at $6.26M in Q3 2025.
635 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Sheridan Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.