VisionPoint Advisory Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

VisionPoint Advisory 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 Q3	$1.52M	Buy	16,497 +9,323	+130%	+$902K	0.24%	90
2026 Q2	$720K	Buy	7,174 +3,766	+111%	+$376K	0.12%	197
2026 Q1	$343K	Buy	+3,408	New	+$348K	0.06%	293
2023 Q4	–	Sell	-18	Closed	-$1.77K	–	879
2023 Q3	$1.77K	Buy	+18	New	+$1.89K	﹤0.01%	595

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

VisionPoint Advisory Group's TLH Position: Q3 2026 in Review

VisionPoint Advisory Group increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 130% in Q3 2026, buying an estimated $902K and bringing the position to 16,497 shares worth $1.52M. The position accounts for 0.24% of the portfolio, ranked #90.

VisionPoint Advisory Group first reported a position in TLH in Q3 2023 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

VisionPoint Advisory Group held 16,497 shares of iShares 10-20 Year Treasury Bond ETF worth $1.52M as of Q3 2026.
VisionPoint Advisory Group bought 9,323 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $902K.
iShares 10-20 Year Treasury Bond ETF made up 0.24% of VisionPoint Advisory Group's portfolio in Q3 2026, its #90 holding.
VisionPoint Advisory Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2023 and has held it in 4 quarters since.
123 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.