EverSource 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
$280K Sell
2,795
-1,121
-29% -$112K 0.01% 834
2026
Q1
$394K Buy
3,916
+530
+16% +$54.1K 0.01% 710
2025
Q4
$344K Buy
3,386
+287
+9% +$29.6K 0.01% 699
2025
Q3
$319K Buy
3,099
+559
+22% +$56.5K 0.01% 702
2025
Q2
$258K Buy
2,540
+217
+9% +$21.8K 0.01% 746
2025
Q1
$241K Buy
2,323
+1,918
+474% +$194K 0.01% 591
2024
Q4
$40.3K Sell
405
-66
-14% -$6.83K ﹤0.01% 1283
2024
Q3
$51.4K Sell
471
-38
-7% -$4.07K ﹤0.01% 1059
2024
Q2
$53.9K Sell
509
-37
-7% -$3.77K ﹤0.01% 1052
2024
Q1
$54.1K Buy
546
+442
+425% +$46.3K ﹤0.01% 953
2023
Q4
$11.2K Buy
104
+50
+93% +$5K ﹤0.01% 1504
2023
Q3
$5.32K Sell
54
-1,139
-95% -$120K ﹤0.01% 1681
2023
Q2
$132K Sell
1,193
-346
-22% -$38.8K 0.01% 490
2023
Q1
$176K Sell
1,539
-104
-6% -$11.7K 0.02% 392
2022
Q4
$178K Buy
1,643
+877
+114% +$95.1K 0.03% 367
2022
Q3
$83K Sell
766
-411
-35% -$48.6K 0.02% 486
2022
Q2
$142K Buy
1,177
+670
+132% +$82.2K 0.04% 306
2022
Q1
$67K Buy
507
+375
+284% +$52.5K 0.02% 417
2021
Q4
$20K Buy
+132
New +$19.5K 0.01% 694

Other funds holding TLH

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

EverSource Wealth Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 29% in Q2 2026, selling an estimated $112K and leaving 2,795 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #834.

EverSource Wealth Advisors first reported a position in TLH in Q4 2021 and has held it in 19 quarters since. The position peaked at $394K in Q1 2026. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • EverSource Wealth Advisors held 2,795 shares of iShares 10-20 Year Treasury Bond ETF worth $280K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,121 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $112K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #834 holding.
  • EverSource Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $394K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.