Able Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Able Wealth Management’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	$1.98M	Sell	21,707 -1,796	-8%	-$174K	0.44%	48
2026 Q2	$2.36M	Buy	23,503 +3,572	+18%	+$357K	0.54%	44
2026 Q1	$2.01M	Buy	19,931 +14,104	+242%	+$1.44M	0.54%	41
2025 Q4	$592K	Buy	5,827 +3,163	+119%	+$326K	0.19%	64
2025 Q3	$274K	Buy	2,664 +305	+13%	+$30.9K	0.1%	89
2025 Q2	$240K	Buy	+2,359	New	+$237K	0.12%	94
2024 Q2	–	Sell	-2,339	Closed	-$246K	–	90
2024 Q1	$246K	Buy	2,339 +1,134	+94%	+$119K	0.21%	76
2023 Q4	$130K	Buy	+1,205	New	+$121K	0.12%	91

Other funds holding TLH

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Park Avenue Securities New York $16.4B AUM 18.52% 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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 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

Able Wealth Management's TLH Position: Q3 2026 in Review

Able Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 7.6% in Q3 2026, selling an estimated $174K and leaving 21,707 shares worth $1.98M. The position accounts for 0.44% of the portfolio, ranked #48.

Able Wealth Management first reported a position in TLH in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.36M in Q2 2026. 204 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Able Wealth Management held 21,707 shares of iShares 10-20 Year Treasury Bond ETF worth $1.98M as of Q3 2026.
Able Wealth Management sold 1,796 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $174K.
iShares 10-20 Year Treasury Bond ETF made up 0.44% of Able Wealth Management's portfolio in Q3 2026, its #48 holding.
Able Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
Able Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $2.36M in Q2 2026.
204 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.