Clarus Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Clarus Wealth Advisors’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 Q2	$2.92M	Buy	29,717 +3,057	+11%	+$305K	1.13%	24
2026 Q1	$2.68M	Buy	26,660 +347	+1%	+$35.4K	1.14%	22
2025 Q4	$2.69M	Buy	26,313 +902	+4%	+$93.1K	1.12%	25
2025 Q3	$2.62M	Buy	25,411 +1,295	+5%	+$131K	1.16%	23
2025 Q2	$2.4M	Buy	24,116 +2,583	+12%	+$259K	1.11%	21
2025 Q1	$2.18M	Buy	21,533 +8,643	+67%	+$876K	1.17%	21
2024 Q4	$1.26M	Buy	12,890 +1,510	+13%	+$156K	0.63%	42
2024 Q3	$1.21M	Buy	+11,380	New	+$1.22M	0.62%	42
2023 Q2	$2.31M	Buy	21,605 +3,090	+17%	+$346K	1.4%	17
2023 Q1	$2.16M	Buy	18,515 +569	+3%	+$64K	1.36%	18
2022 Q4	$2.01M	Buy	+17,946	New	+$1.95M	1.32%	23

Other funds holding TLH

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

Clarus Wealth Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 11% in Q2 2026, buying an estimated $305K and bringing the position to 29,717 shares worth $2.92M. The position accounts for 1.13% of the portfolio, ranked #24.

Clarus Wealth Advisors first reported a position in TLH in Q4 2022 and has held it in 11 quarters since. 109 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Clarus Wealth Advisors held 29,717 shares of iShares 10-20 Year Treasury Bond ETF worth $2.92M as of Q2 2026.
Clarus Wealth Advisors bought 3,057 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $305K.
iShares 10-20 Year Treasury Bond ETF made up 1.13% of Clarus Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Clarus Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 11 quarters since.
109 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.