Alpha Financial Partners
TLH icon

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

Alpha Financial Partners’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 		$2.15M Buy
+23,368
New +$2.26M 1.1% 19
2024
Q4 		– Sell
-21,487
Closed -$2.35M – 151
2024
Q3 		$2.35M Buy
+21,487
New +$2.3M 1.68% 18

Other funds holding TLH

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Alpha Financial Partners's TLH Position: Q3 2026 in Review

Alpha Financial Partners opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2026: 23,368 shares worth $2.15M. The stake represents 1.1% of the portfolio and ranks #19 among its holdings. This is a return to the name: Alpha Financial Partners previously reported a position in TLH as recently as Q3 2024.

Alpha Financial Partners first reported a position in TLH in Q3 2024 and has held it in 2 quarters since. The position peaked at $2.35M in Q3 2024. 535 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

  • Alpha Financial Partners held 23,368 shares of iShares 10-20 Year Treasury Bond ETF worth $2.15M as of Q3 2026.
  • iShares 10-20 Year Treasury Bond ETF was a new Alpha Financial Partners position in Q3 2026.
  • iShares 10-20 Year Treasury Bond ETF made up 1.1% of Alpha Financial Partners's portfolio in Q3 2026, its #19 holding.
  • Alpha Financial Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • Alpha Financial Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $2.35M in Q3 2024.
  • 535 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Alpha Financial Partners's 13F filing for Q3 2026, filed 10 Nov 2026.