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

Alterna Wealth Management’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	$2.34M	Buy	23,353 +8,493	+57%	+$849K	1.34%	26
2026 Q1	$1.5M	Buy	14,860 +2,662	+22%	+$272K	1.13%	28
2025 Q4	$1.24M	Sell	12,198 -779	-6%	-$80.4K	1.03%	30
2025 Q3	$1.34M	Buy	12,977 +3,666	+39%	+$371K	1.1%	26
2025 Q2	$946K	Buy	9,311 +2,779	+43%	+$279K	0.76%	39
2025 Q1	$678K	Buy	6,532 +4,495	+221%	+$456K	0.51%	48
2024 Q4	$203K	Buy	+2,037	New	+$211K	0.17%	98
2023 Q3	–	Sell	-3,542	Closed	-$392K	–	108
2023 Q2	$392K	Buy	3,542 +519	+17%	+$58.2K	0.45%	48
2023 Q1	$346K	Buy	3,023 +702	+30%	+$78.9K	0.43%	53
2022 Q4	$251K	Buy	+2,321	New	+$252K	0.28%	62

Other funds holding TLH

FFM

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Alterna Wealth Management's TLH Position: Q2 2026 in Review

Alterna Wealth Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 57% in Q2 2026, buying an estimated $849K and bringing the position to 23,353 shares worth $2.34M. The position accounts for 1.34% of the portfolio, ranked #26.

Alterna Wealth Management first reported a position in TLH in Q4 2022 and has held it in 10 quarters since. 211 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Alterna Wealth Management held 23,353 shares of iShares 10-20 Year Treasury Bond ETF worth $2.34M as of Q2 2026.
Alterna Wealth Management bought 8,493 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $849K.
iShares 10-20 Year Treasury Bond ETF made up 1.34% of Alterna Wealth Management's portfolio in Q2 2026, its #26 holding.
Alterna Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 10 quarters since.
211 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.