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 Q3	–	Sell	-29,717	Closed	-$2.92M	–	95
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

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Clarus Wealth Advisors's TLH Position: Q3 2026 in Review

Clarus Wealth Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2026, closing a stake of 29,717 shares — an estimated $2.92M sold.

Clarus Wealth Advisors first reported a position in TLH in Q4 2022 and held it in 11 quarters. The position peaked at $2.92M in Q2 2026. 140 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Clarus Wealth Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Clarus Wealth Advisors sold 29,717 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.92M.
Clarus Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and held it in 11 quarters.
Clarus Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $2.92M in Q2 2026.
140 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Clarus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.