Founders Financial Alliance’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Founders Financial Alliance’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	$5.1M	Buy	50,776 +50,394	+13,192%	+$5.04M	0.68%	38
2026 Q1	$38.5K	Buy	382 +217	+132%	+$22.2K	0.01%	533
2025 Q4	$16.8K	Buy	165 +77	+88%	+$7.94K	﹤0.01%	477
2025 Q3	$9.06K	Buy	+88	New	+$8.9K	﹤0.01%	616
2025 Q2	–	Sell	-18	Closed	-$1.87K	–	614
2025 Q1	$1.87K	Hold	18	–	–	﹤0.01%	592
2024 Q4	$1.79K	Hold	18	–	–	﹤0.01%	556
2024 Q3	$1.97K	Hold	18	–	–	﹤0.01%	562
2024 Q2	$1.85K	Hold	18	–	–	﹤0.01%	535
2024 Q1	$1.89K	Sell	18 -99	-85%	-$10.4K	﹤0.01%	536
2023 Q4	$12.7K	Buy	117 +1	+0.9%	+$100	﹤0.01%	418
2023 Q3	$11.4K	Sell	116 -126	-52%	-$13.2K	0.01%	407
2023 Q2	$26.8K	Buy	242 +142	+142%	+$15.9K	0.01%	392
2023 Q1	$11.4K	Sell	100 -24	-19%	-$2.7K	0.01%	397
2022 Q4	$13.4K	Buy	124 +106	+589%	+$11.5K	0.01%	409
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	464
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	488
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	430
2021 Q4	$3K	Hold	18	–	–	﹤0.01%	466
2021 Q3	$3K	Hold	18	–	–	﹤0.01%	439
2021 Q2	$3K	Hold	18	–	–	﹤0.01%	460
2021 Q1	$3K	Hold	18	–	–	﹤0.01%	443
2020 Q4	$3K	Hold	18	–	–	﹤0.01%	402
2020 Q3	$3K	Buy	+18	New	+$3.03K	﹤0.01%	1160

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Founders Financial Alliance's TLH Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 13,192% in Q2 2026, buying an estimated $5.04M and bringing the position to 50,776 shares worth $5.1M. The position accounts for 0.68% of the portfolio, ranked #38.

Founders Financial Alliance first reported a position in TLH in Q3 2020 and has held it in 23 quarters since. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Founders Financial Alliance held 50,776 shares of iShares 10-20 Year Treasury Bond ETF worth $5.1M as of Q2 2026.
Founders Financial Alliance bought 50,394 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.04M.
iShares 10-20 Year Treasury Bond ETF made up 0.68% of Founders Financial Alliance's portfolio in Q2 2026, its #38 holding.
Founders Financial Alliance first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2020 and has held it in 23 quarters since.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.