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

Alteri Wealth’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 		$609K Buy
6,067
+273
+5% +$27.3K 0.17% 151
2026
Q1 		$584K Buy
+5,794
New +$592K 0.19% 137

Other funds holding TLH

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HCP
Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Alteri Wealth's TLH Position: Q2 2026 in Review

Alteri Wealth increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 4.7% in Q2 2026, buying an estimated $27.3K and bringing the position to 6,067 shares worth $609K. The position accounts for 0.17% of the portfolio, ranked #151.

Alteri Wealth first reported a position in TLH in Q1 2026 and has held it in 2 quarters since. 291 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Alteri Wealth held 6,067 shares of iShares 10-20 Year Treasury Bond ETF worth $609K as of Q2 2026.
  • Alteri Wealth bought 273 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $27.3K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.17% of Alteri Wealth's portfolio in Q2 2026, its #151 holding.
  • Alteri Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 291 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.