Signet Financial Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Signet Financial 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
2025 Q4	–	Sell	-2,087	Closed	-$215K	–	299
2025 Q3	$215K	Buy	2,087 +86	+4%	+$8.7K	0.03%	285
2025 Q2	$203K	Buy	+2,001	New	+$201K	0.03%	283
2024 Q4	–	Sell	-1,922	Closed	-$210K	–	279
2024 Q3	$210K	Buy	+1,922	New	+$206K	0.03%	259
2022 Q1	–	Sell	-124	Closed	-$18K	–	1236
2021 Q4	$18K	Buy	+124	New	+$18.4K	﹤0.01%	910
2021 Q2	–	Sell	-2,120	Closed	-$297K	–	221
2021 Q1	$297K	Sell	2,120 -864	-29%	-$128K	0.06%	196
2020 Q4	$475K	Sell	2,984 -338	-10%	-$54.7K	0.1%	169
2020 Q3	$544K	Buy	3,322 +938	+39%	+$158K	0.12%	148
2020 Q2	$406K	Buy	+2,384	New	+$398K	0.09%	166
2018 Q4	–	Sell	-409	Closed	-$53K	–	762
2018 Q3	$53K	Hold	409	–	–	0.01%	386
2018 Q2	$54K	Sell	409 -20	-5%	-$2.6K	0.01%	380
2018 Q1	$57K	Buy	+429	New	+$56.5K	0.01%	349

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Signet Financial Management's TLH Position: Q4 2025 in Review

Signet Financial Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025, closing a stake of 2,087 shares — an estimated $215K sold.

Signet Financial Management first reported a position in TLH in Q1 2018 and held it in 11 quarters. The position peaked at $544K in Q3 2020. 649 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

Signet Financial Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Signet Financial Management sold 2,087 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $215K.
Signet Financial Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2018 and held it in 11 quarters.
Signet Financial Management's iShares 10-20 Year Treasury Bond ETF position peaked at $544K in Q3 2020.
649 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on Signet Financial Management's 13F filing for Q4 2025, filed 8 Jan 2026.