AC
TLH icon

AlphaCore Capital’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

AlphaCore Capital’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 		$5.43M Sell
53,867
-4,478
-8% -$457K 0.13% 146
2025
Q4 		$5.93M Buy
58,345
+58,296
+118,971% +$6.01M 0.13% 143
2025
Q3 		$5.05K Hold
49
– – ﹤0.01% 1026
2025
Q2 		$4.98K Hold
49
– – ﹤0.01% 999
2025
Q1 		$5.08K Buy
+49
New +$4.97K ﹤0.01% 708
2024
Q1 		– Sell
-49
Closed -$5.3K – 358
2023
Q4 		$5.3K Hold
49
– – ﹤0.01% 349
2023
Q3 		$4.83K Hold
49
– – ﹤0.01% 344
2023
Q2 		$5.43K Buy
+49
New +$5.49K ﹤0.01% 317
2021
Q4 		– Sell
-53
Closed -$8K – 129
2021
Q3 		$8K Buy
+53
New +$7.99K ﹤0.01% 108

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FFM
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LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $431B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return