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

Signature Estate & 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	$767K	Sell	7,642 -528	-6%	-$52.8K	0.01%	347
2026 Q1	$823K	Buy	8,170 +2,853	+54%	+$291K	0.02%	303
2025 Q4	$541K	Buy	5,317 +1,524	+40%	+$157K	0.01%	376
2025 Q3	$391K	Buy	3,793 +820	+28%	+$82.9K	0.01%	428
2025 Q2	$302K	Buy	2,973 +265	+10%	+$26.6K	0.01%	462
2025 Q1	$281K	Sell	2,708 -41,105	-94%	-$4.17M	0.01%	454
2024 Q4	$4.36M	Sell	43,813 -731,139	-94%	-$75.6M	0.11%	80
2024 Q3	$84.7M	Buy	+774,952	New	+$83.1M	1.95%	9

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

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

Signature Estate & Investment Advisors's TLH Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 6.5% in Q2 2026, selling an estimated $52.8K and leaving 7,642 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #347.

Signature Estate & Investment Advisors first reported a position in TLH in Q3 2024 and has held it in 8 quarters since. The position peaked at $84.7M in Q3 2024. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Signature Estate & Investment Advisors held 7,642 shares of iShares 10-20 Year Treasury Bond ETF worth $767K as of Q2 2026.
Signature Estate & Investment Advisors sold 528 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $52.8K.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #347 holding.
Signature Estate & Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Signature Estate & Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $84.7M in Q3 2024.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.