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

Cooper 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
Q3 		$218K Buy
2,362
+18
+0.8% +$1.74K 0.02% 418
2026
Q2 		$235K Sell
2,344
-794
-25% -$79.3K 0.02% 394
2026
Q1 		$316K Buy
+3,138
New +$320K 0.03% 318
2024
Q4 		– Sell
-25,023
Closed -$2.74M – 408
2024
Q3 		$2.74M Buy
25,023
+1,174
+5% +$126K 0.36% 52
2024
Q2 		$2.45M Buy
23,849
+2,783
+13% +$283K 0.36% 50
2024
Q1 		$2.21M Buy
21,066
+2,340
+12% +$245K 0.36% 51
2023
Q4 		$2.03M Buy
18,726
+2,637
+16% +$264K 0.37% 50
2023
Q3 		$1.58M Sell
16,089
-3,293
-17% -$346K 0.38% 59
2023
Q2 		$2.15M Buy
19,382
+3,599
+23% +$403K 0.53% 36
2023
Q1 		$1.81M Buy
15,783
+9,942
+170% +$1.12M 0.49% 42
2022
Q4 		$632K Buy
5,841
+1,874
+47% +$203K 0.19% 119
2022
Q3 		$432K Buy
3,967
+254
+7% +$30.1K 0.16% 140
2022
Q2 		$446K Buy
3,713
+355
+11% +$43.6K 0.16% 139
2022
Q1 		$452K Buy
+3,358
New +$470K 0.17% 120
2021
Q4 		– Sell
-22,847
Closed -$3.36M – 272
2021
Q3 		$3.36M Buy
+22,847
New +$3.44M 0.7% 25

Other funds holding TLH

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cooper Financial Group's TLH Position: Q3 2026 in Review

Cooper Financial Group increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 0.77% in Q3 2026, buying an estimated $1.74K and bringing the position to 2,362 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #418.

Cooper Financial Group first reported a position in TLH in Q3 2021 and has held it in 15 quarters since. The position peaked at $3.36M in Q3 2021. 28 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

  • Cooper Financial Group held 2,362 shares of iShares 10-20 Year Treasury Bond ETF worth $218K as of Q3 2026.
  • Cooper Financial Group bought 18 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.74K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #418 holding.
  • Cooper Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 15 quarters since.
  • Cooper Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $3.36M in Q3 2021.
  • 28 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.