Braun-Bostich & Associates Inc. TLH — ISHARES TR

Ownership history in Braun-Bostich & Associates Inc.  ·  8 quarters on record

AI Ownership Summary

Braun-Bostich & Associates Inc. reported ISHARES TR (TLH) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.64% in 2025 Q1. The latest visible filing shows TLH at 1.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TLH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Braun-Bostich & Associates Inc.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TLH was reported at 1.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.64% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TLH stock page Braun-Bostich & Associates Inc. fund profile Braun-Bostich & Associates Inc. full holdings
How Braun-Bostich & Associates Inc. held TLH — position size vs. price
% of Fund (quarterly)    TLH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 21,537 +621 +3.0% 1.36% $2.2M 2026-04-15 $101.03
2025 Q4 ADDED — — — 20,916 +231 +1.1% 1.31% $2.1M 2026-01-14 $101.60
2025 Q3 REDUCED — — — 20,685 -815 -3.8% 1.34% $2.1M 2025-11-03 $101.45
2025 Q2 ADDED — — — 21,500 +157 +0.7% 1.49% $2.2M 2025-07-08 $96.23
2025 Q1 ADDED — — — 21,343 +12,916 +153.3% 1.64% $2.2M 2025-04-15 $96.47
2024 Q4 ADDED — — — 8,427 +820 +10.8% 0.60% $839K 2025-01-17 $94.17
2024 Q3 ADDED — — — 7,607 +35 +0.5% 0.58% $832K 2024-10-15 $99.80
2024 Q2 INITIATED — — — 7,572 — — 0.58% $778K 2024-08-13 $100.88

🏢 Other funds also holding TLH

As of 2026 Q1 — sorted by position size

Forum Financial Management, LP 3Y 12.73% HAMILTON CAPITAL PARTNERS, LLC 10.71% Watchman Group, Inc. 3Y 6.61% RS CRUM INC. 3Y 5.65% Stone House Investment Management, LLC 3Y 7Y 3.28% Kelly Financial Services LLC 2.97% Polaris Investment Advisors, LLC 2.66% True Vision MN LLC 2.65% Portfolio Resources Advisor Group, Inc. 2.37% Affinity Capital Advisors, LLC 3Y 2.27%

FAQ About Braun-Bostich & Associates Inc. and TLH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Braun-Bostich & Associates Inc. reported owning TLH?

Braun-Bostich & Associates Inc. reported TLH across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported TLH position in Braun-Bostich & Associates Inc.'s portfolio?

The largest reported portfolio weight for TLH was 1.64% in 2025 Q1.

What is the latest reported TLH position on this page?

The most recent filing on this page is 2026 Q1, when Braun-Bostich & Associates Inc. reported 21,537 shares, equal to 1.36% of portfolio, with an estimated market value of $2.2M.

What does the chart on this TLH ownership page compare?

The chart compares Braun-Bostich & Associates Inc.'s quarterly TLH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Braun-Bostich & Associates Inc. time their TLH position?

Based on 13F filing dates vs. subsequent TLH price moves, Braun-Bostich & Associates Inc. correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on TLH relative to SPY over the holding period was -16.9%.

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