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 Q2	$5.23M	Sell	52,137 -1,730	-3%	-$173K	0.1%	180
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

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AlphaCore Capital's TLH Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 3.2% in Q2 2026, selling an estimated $173K and leaving 52,137 shares worth $5.23M. The position accounts for 0.1% of the portfolio, ranked #180.

AlphaCore Capital first reported a position in TLH in Q3 2021 and has held it in 10 quarters since. The position peaked at $5.93M in Q4 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

AlphaCore Capital held 52,137 shares of iShares 10-20 Year Treasury Bond ETF worth $5.23M as of Q2 2026.
AlphaCore Capital sold 1,730 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $173K.
iShares 10-20 Year Treasury Bond ETF made up 0.1% of AlphaCore Capital's portfolio in Q2 2026, its #180 holding.
AlphaCore Capital first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 10 quarters since.
AlphaCore Capital's iShares 10-20 Year Treasury Bond ETF position peaked at $5.93M in Q4 2025.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.