Davis Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
Other funds holding TLH
FFM
Davis Wealth Advisors's TLH Position: Q2 2026 in Review
Davis Wealth Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 39% in Q2 2026, selling an estimated $957K and leaving 15,084 shares worth $1.51M. The position accounts for 1.17% of the portfolio, ranked #26.
Davis Wealth Advisors first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.48M in Q1 2026. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.
- Davis Wealth Advisors held 15,084 shares of iShares 10-20 Year Treasury Bond ETF worth $1.51M as of Q2 2026.
- Davis Wealth Advisors sold 9,575 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $957K.
- iShares 10-20 Year Treasury Bond ETF made up 1.17% of Davis Wealth Advisors's portfolio in Q2 2026, its #26 holding.
- Davis Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
- Davis Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $2.48M in Q1 2026.
- 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.
Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.