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

ABLE Financial 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 		$6.9M Buy
68,466
+12,314
+22% +$1.26M 1.35% 19
2025
Q4 		$5.71M Buy
56,152
+3,260
+6% +$336K 1.16% 23
2025
Q3 		$5.45M Buy
52,892
+5,649
+12% +$571K 1.18% 24
2025
Q2 		$4.8M Buy
47,243
+4,909
+12% +$493K 1.16% 25
2025
Q1 		$4.39M Buy
42,334
+2,207
+6% +$224K 1.23% 22
2024
Q4 		$3.99M Buy
40,127
+37,237
+1,288% +$3.85M 1.18% 26
2024
Q3 		$316K Buy
+2,890
New +$310K 0.1% 141

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

ABLE Financial Group's TLH Position: Q1 2026 in Review

ABLE Financial Group increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 22% in Q1 2026, buying an estimated $1.26M and bringing the position to 68,466 shares worth $6.9M. The position accounts for 1.35% of the portfolio, ranked #19.

ABLE Financial Group first reported a position in TLH in Q3 2024 and has held it in 7 quarters since. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • ABLE Financial Group held 68,466 shares of iShares 10-20 Year Treasury Bond ETF worth $6.9M as of Q1 2026.
  • ABLE Financial Group bought 12,314 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.26M.
  • iShares 10-20 Year Treasury Bond ETF made up 1.35% of ABLE Financial Group's portfolio in Q1 2026, its #19 holding.
  • ABLE Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.