CoreCap Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

CoreCap Advisors’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	$1.26M	Buy	13,680 +239	+2%	+$23.1K	0.04%	336
2026 Q2	$1.35M	Sell	13,441 -2,679	-17%	-$268K	0.04%	325
2026 Q1	$1.62M	Buy	16,120 +1,990	+14%	+$203K	0.06%	267
2025 Q4	$1.44M	Buy	14,130 +3,628	+35%	+$374K	0.05%	305
2025 Q3	$1.08M	Buy	10,502 +3,501	+50%	+$354K	0.04%	355
2025 Q2	$711K	Buy	7,001 +69	+1%	+$6.92K	0.03%	423
2025 Q1	$719K	Buy	6,932 +5,111	+281%	+$518K	0.03%	406
2024 Q4	$181K	Buy	1,821 +424	+30%	+$43.9K	0.01%	731
2024 Q3	$153K	Buy	+1,397	New	+$150K	0.01%	774
2024 Q2	–	Sell	-2,249	Closed	-$236K	–	2482
2024 Q1	$236K	Buy	+2,249	New	+$236K	0.01%	580
2023 Q3	–	Sell	-2,384	Closed	-$264K	–	605
2023 Q2	$264K	Buy	+2,384	New	+$267K	0.02%	473
2022 Q4	$182K	Buy	+1,681	New	+$182K	0.01%	562
2022 Q3	–	Sell	-1,287	Closed	-$155K	–	1939
2022 Q2	$155K	Buy	+1,287	New	+$158K	0.01%	577
2022 Q1	–	Sell	-575	Closed	-$85K	–	1939
2021 Q4	$85K	Buy	+575	New	+$85.1K	0.01%	814

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

CoreCap Advisors's TLH Position: Q3 2026 in Review

CoreCap Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 1.8% in Q3 2026, buying an estimated $23.1K and bringing the position to 13,680 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #336.

CoreCap Advisors first reported a position in TLH in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.62M in Q1 2026. 160 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

CoreCap Advisors held 13,680 shares of iShares 10-20 Year Treasury Bond ETF worth $1.26M as of Q3 2026.
CoreCap Advisors bought 239 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $23.1K.
iShares 10-20 Year Treasury Bond ETF made up 0.04% of CoreCap Advisors's portfolio in Q3 2026, its #336 holding.
CoreCap Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.62M in Q1 2026.
160 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.