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 Q3	$14.4M	Buy	156,275 +10,978	+8%	+$1.06M	2.25%	11
2026 Q2	$14.6M	Buy	145,297 +76,831	+112%	+$7.68M	2.45%	9
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

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

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

ABLE Financial Group's TLH Position: Q3 2026 in Review

ABLE Financial Group increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 7.6% in Q3 2026, buying an estimated $1.06M and bringing the position to 156,275 shares worth $14.4M. The position accounts for 2.25% of the portfolio, ranked #11.

ABLE Financial Group first reported a position in TLH in Q3 2024 and has held it in 9 quarters since. The position peaked at $14.6M in Q2 2026. 123 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

ABLE Financial Group held 156,275 shares of iShares 10-20 Year Treasury Bond ETF worth $14.4M as of Q3 2026.
ABLE Financial Group bought 10,978 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.06M.
iShares 10-20 Year Treasury Bond ETF made up 2.25% of ABLE Financial Group's portfolio in Q3 2026, its #11 holding.
ABLE Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2024 and has held it in 9 quarters since.
ABLE Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $14.6M in Q2 2026.
123 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.