A4 Wealth Advisors’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
Q2
$2.85M Sell
28,383
-45,532
-62% -$4.55M 1.89% 14
2026
Q1
$7.44M Buy
73,915
+17,952
+32% +$1.83M 6.08% 3
2025
Q4
$5.69M Buy
55,963
+19,890
+55% +$2.05M 4.92% 4
2025
Q3
$3.72M Buy
+36,073
New +$3.65M 3.13% 3

Other funds holding TLH

A4 Wealth Advisors's TLH Position: Q2 2026 in Review

A4 Wealth Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 62% in Q2 2026, selling an estimated $4.55M and leaving 28,383 shares worth $2.85M. The position accounts for 1.89% of the portfolio, ranked #14.

A4 Wealth Advisors first reported a position in TLH in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.44M in Q1 2026. 382 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • A4 Wealth Advisors held 28,383 shares of iShares 10-20 Year Treasury Bond ETF worth $2.85M as of Q2 2026.
  • A4 Wealth Advisors sold 45,532 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.55M.
  • iShares 10-20 Year Treasury Bond ETF made up 1.89% of A4 Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • A4 Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $7.44M in Q1 2026.
  • 382 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.