ADE LLC
TLH icon

ADE LLC’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

ADE LLC’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 		$337K Buy
3,654
+525
+17% +$50.8K 0.14% 74
2026
Q2 		$314K Buy
3,129
+337
+12% +$33.7K 0.13% 73
2026
Q1 		$281K Buy
2,792
+37
+1% +$3.78K 0.13% 76
2025
Q4 		$280K Buy
2,755
+314
+13% +$32.4K 0.14% 77
2025
Q3 		$251K Buy
+2,441
New +$247K 0.13% 79
2024
Q1 		– Sell
-1,890
Closed -$205K – 83
2023
Q4 		$205K Buy
+1,890
New +$189K 0.14% 81
2023
Q3 		– Sell
-1,914
Closed -$212K – 84
2023
Q2 		$212K Buy
+1,914
New +$215K 0.15% 81

Other funds holding TLH

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Peavine Capital
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ADE LLC's TLH Position: Q3 2026 in Review

ADE LLC increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 17% in Q3 2026, buying an estimated $50.8K and bringing the position to 3,654 shares worth $337K. The position accounts for 0.14% of the portfolio, ranked #74.

ADE LLC first reported a position in TLH in Q2 2023 and has held it in 7 quarters since. 315 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

  • ADE LLC held 3,654 shares of iShares 10-20 Year Treasury Bond ETF worth $337K as of Q3 2026.
  • ADE LLC bought 525 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $50.8K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.14% of ADE LLC's portfolio in Q3 2026, its #74 holding.
  • ADE LLC first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2023 and has held it in 7 quarters since.
  • 315 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on ADE LLC's 13F filing for Q3 2026, filed 29 Oct 2026.