Succession Financial
TLH icon

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

Succession Financial’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 		– Sell
-16,522
Closed -$1.66M – 51
2026
Q2 		$1.66M Buy
+16,522
New +$1.65M 1.58% 9

Other funds holding TLH

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return
Quotient Wealth Partners
Quotient Wealth Partners Dallas, Texas $4.32B AUM 11.46% 1-Year Est. Return

Succession Financial's TLH Position: Q3 2026 in Review

Succession Financial sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2026, closing a stake of 16,522 shares — an estimated $1.66M sold.

Succession Financial first reported a position in TLH in Q2 2026 and held it in 1 quarter. The position peaked at $1.66M in Q2 2026. 521 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

  • Succession Financial reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Succession Financial sold 16,522 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.66M.
  • Succession Financial first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2026 and held it in 1 quarter.
  • Succession Financial's iShares 10-20 Year Treasury Bond ETF position peaked at $1.66M in Q2 2026.
  • 521 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Succession Financial's 13F filing for Q3 2026, filed 14 Oct 2026.