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

Warner 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	$236K	Buy	+2,566	New	+$248K	0.07%	139

Other funds holding TLH

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 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

Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return

Warner Financial's TLH Position: Q3 2026 in Review

Warner Financial opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2026: 2,566 shares worth $236K. The stake represents 0.07% of the portfolio and ranks #139 among its holdings.

523 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Warner Financial held 2,566 shares of iShares 10-20 Year Treasury Bond ETF worth $236K as of Q3 2026.
iShares 10-20 Year Treasury Bond ETF was a new Warner Financial position in Q3 2026.
iShares 10-20 Year Treasury Bond ETF made up 0.07% of Warner Financial's portfolio in Q3 2026, its #139 holding.
523 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Warner Financial's 13F filing for Q3 2026, filed 6 Nov 2026.