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

Wayfinding Financial’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	-4,287	Closed	-$441K	–	165
2025 Q3	$441K	Sell	4,287 -864	-17%	-$87.4K	0.19%	79
2025 Q2	$523K	Sell	5,151 -2,451	-32%	-$246K	0.23%	71
2025 Q1	$788K	Sell	7,602 -1,277	-14%	-$129K	0.35%	53
2024 Q4	$883K	Buy	+8,879	New	+$919K	0.47%	42
2024 Q3	–	Sell	-5,787	Closed	-$594K	–	118
2024 Q2	$594K	Sell	5,787 -1,103	-16%	-$112K	0.33%	59
2024 Q1	$696K	Buy	6,890 +3,035	+79%	+$318K	0.41%	51
2023 Q4	$417K	Buy	3,855 +49	+1%	+$4.91K	0.28%	67
2023 Q3	$369K	Sell	3,806 -10	-0.3%	-$1.05K	0.28%	64
2023 Q2	$412K	Buy	+3,816	New	+$428K	0.29%	59

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

Wayfinding Financial's TLH Position: Q4 2025 in Review

Wayfinding Financial sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025, closing a stake of 4,287 shares — an estimated $441K sold.

Wayfinding Financial first reported a position in TLH in Q2 2023 and held it in 9 quarters. The position peaked at $883K in Q4 2024. 649 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

Wayfinding Financial reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Wayfinding Financial sold 4,287 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $441K.
Wayfinding Financial first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2023 and held it in 9 quarters.
Wayfinding Financial's iShares 10-20 Year Treasury Bond ETF position peaked at $883K in Q4 2024.
649 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on Wayfinding Financial's 13F filing for Q4 2025, filed 12 Feb 2026.