SUCCESSION FINANCIAL, INC.’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

SUCCESSION FINANCIAL, INC.’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	$1.66M	Buy	+16,522	New	+$1.65M	1.58%	9

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

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

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

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

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

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

SUCCESSION FINANCIAL, INC.'s TLH Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026: 16,522 shares worth $1.66M. The stake represents 1.58% of the portfolio and ranks #9 among its holdings.

405 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

SUCCESSION FINANCIAL, INC. held 16,522 shares of iShares 10-20 Year Treasury Bond ETF worth $1.66M as of Q2 2026.
iShares 10-20 Year Treasury Bond ETF was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up 1.58% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #9 holding.
405 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.