Vermillion & White Wealth Management Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Vermillion & White Wealth Management 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 Q1	–	Sell	-1,040	Closed	-$106K	–	477
2025 Q4	$106K	Hold	1,040	–	–	0.06%	95
2025 Q3	$107K	Hold	1,040	–	–	0.06%	94
2025 Q2	$106K	Hold	1,040	–	–	0.07%	82
2025 Q1	$108K	Sell	1,040 -3,177	-75%	-$322K	0.08%	74
2024 Q4	$420K	Buy	4,217 +15	+0.4%	+$1.55K	0.31%	45
2024 Q3	$459K	Buy	4,202 +66	+2%	+$7.07K	0.34%	43
2024 Q2	$425K	Buy	4,136 +304	+8%	+$30.9K	0.32%	45
2024 Q1	$402K	Sell	3,832 -344	-8%	-$36K	0.32%	45
2023 Q4	$452K	Buy	+4,176	New	+$418K	0.44%	32

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

Vermillion & White Wealth Management Group's TLH Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 1,040 shares — an estimated $106K sold.

Vermillion & White Wealth Management Group first reported a position in TLH in Q4 2023 and held it in 9 quarters. The position peaked at $459K in Q3 2024. 633 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 1,040 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $106K.
Vermillion & White Wealth Management Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares 10-20 Year Treasury Bond ETF position peaked at $459K in Q3 2024.
633 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.