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Spinnaker Investment Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Spinnaker Investment Group’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 		$323K Buy
+3,219
New +$322K 0.05% 127
2026
Q1 		– Sell
-3,612
Closed -$367K – 176
2025
Q4 		$367K Buy
3,612
+68
+2% +$7.02K 0.07% 113
2025
Q3 		$365K Buy
+3,544
New +$358K 0.07% 108

Other funds holding TLH

Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Spinnaker Investment Group's TLH Position: Q2 2026 in Review

Spinnaker Investment Group opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026: 3,219 shares worth $323K. The stake represents 0.05% of the portfolio and ranks #127 among its holdings. This is a return to the name: Spinnaker Investment Group previously reported a position in TLH as recently as Q4 2025.

Spinnaker Investment Group first reported a position in TLH in Q3 2025 and has held it in 3 quarters since. The position peaked at $367K in Q4 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Spinnaker Investment Group held 3,219 shares of iShares 10-20 Year Treasury Bond ETF worth $323K as of Q2 2026.
  • iShares 10-20 Year Treasury Bond ETF was a new Spinnaker Investment Group position in Q2 2026.
  • iShares 10-20 Year Treasury Bond ETF made up 0.05% of Spinnaker Investment Group's portfolio in Q2 2026, its #127 holding.
  • Spinnaker Investment Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Spinnaker Investment Group's iShares 10-20 Year Treasury Bond ETF position peaked at $367K in Q4 2025.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.