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Chapman Financial Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Chapman Financial Group’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 		$9.77K Hold
97
– – 0.01% 225
2025
Q4 		$9.86K Hold
97
– – 0.01% 221
2025
Q3 		$9.99K Buy
+97
New +$9.81K 0.01% 219

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Chapman Financial Group's TLH Position: Q1 2026 in Review

Chapman Financial Group held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q1 2026 at 97 shares worth $9.77K. The position accounts for 0.01% of the portfolio, ranked #225.

Chapman Financial Group first reported a position in TLH in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.99K in Q3 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Chapman Financial Group held 97 shares of iShares 10-20 Year Treasury Bond ETF worth $9.77K as of Q1 2026.
  • Chapman Financial Group left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 10-20 Year Treasury Bond ETF made up 0.01% of Chapman Financial Group's portfolio in Q1 2026, its #225 holding.
  • Chapman Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Chapman Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $9.99K in Q3 2025.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.