Independent Advisor Alliance’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Independent Advisor 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 Q1	$2.47M	Buy	+24,535	New	+$2.51M	0.03%	495

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Independent Advisor Alliance's TLH Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026: 24,535 shares worth $2.47M. The stake represents 0.03% of the portfolio and ranks #495 among its holdings.

632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Independent Advisor Alliance held 24,535 shares of iShares 10-20 Year Treasury Bond ETF worth $2.47M as of Q1 2026.
iShares 10-20 Year Treasury Bond ETF was a new Independent Advisor Alliance position in Q1 2026.
iShares 10-20 Year Treasury Bond ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #495 holding.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.