Root Financial Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$10.6K Buy
+115
New +$11.1K ﹤0.01% 1884
2026
Q2
– Sell
-228
Closed -$23K – 2923
2026
Q1
$23K Buy
228
+78
+52% +$7.96K ﹤0.01% 1240
2025
Q4
$15.3K Sell
150
-185
-55% -$19.1K ﹤0.01% 1305
2025
Q3
$34.5K Buy
+335
New +$33.9K ﹤0.01% 818

Other funds holding TLH

Root Financial Partners's TLH Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2026: 115 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #1884 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TLH as recently as Q1 2026.

Root Financial Partners first reported a position in TLH in Q3 2025 and has held it in 4 quarters since. The position peaked at $34.5K in Q3 2025. 535 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

  • Root Financial Partners held 115 shares of iShares 10-20 Year Treasury Bond ETF worth $10.6K as of Q3 2026.
  • iShares 10-20 Year Treasury Bond ETF was a new Root Financial Partners position in Q3 2026.
  • iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1884 holding.
  • Root Financial Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $34.5K in Q3 2025.
  • 535 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.