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

SWP 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	$3.13M	Buy	33,949 +1,561	+5%	+$151K	1.45%	17
2026 Q2	$3.25M	Buy	32,388 +2,294	+8%	+$229K	1.5%	19
2026 Q1	$3.03M	Sell	30,094 -3,069	-9%	-$313K	1.55%	23
2025 Q4	$3.37M	Sell	33,163 -18,300	-36%	-$1.89M	1.69%	19
2025 Q3	$5.3M	Buy	51,463 +1,430	+3%	+$145K	2.7%	9
2025 Q2	$5.08M	Buy	50,033 +14,830	+42%	+$1.49M	2.79%	9
2025 Q1	$3.65M	Buy	+35,203	New	+$3.57M	2.23%	11

Other funds holding TLH

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Park Avenue Securities New York $16.4B AUM 18.52% 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

SWP Financial's TLH Position: Q3 2026 in Review

SWP Financial increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 4.8% in Q3 2026, buying an estimated $151K and bringing the position to 33,949 shares worth $3.13M. The position accounts for 1.45% of the portfolio, ranked #17.

SWP Financial first reported a position in TLH in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.3M in Q3 2025. 294 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

SWP Financial held 33,949 shares of iShares 10-20 Year Treasury Bond ETF worth $3.13M as of Q3 2026.
SWP Financial bought 1,561 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $151K.
iShares 10-20 Year Treasury Bond ETF made up 1.45% of SWP Financial's portfolio in Q3 2026, its #17 holding.
SWP Financial first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 7 quarters since.
SWP Financial's iShares 10-20 Year Treasury Bond ETF position peaked at $5.3M in Q3 2025.
294 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.