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

Fermata 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	$1.94M	Buy	19,353 +2,813	+17%	+$281K	0.39%	72
2026 Q1	$1.67M	Buy	16,540 +556	+3%	+$56.8K	0.38%	72
2025 Q4	$1.63M	Buy	15,984 +10,952	+218%	+$1.13M	0.39%	73
2025 Q3	$518K	Buy	5,032 +956	+23%	+$96.7K	0.13%	124
2025 Q2	$414K	Buy	4,076 +490	+14%	+$49.2K	0.11%	145
2025 Q1	$372K	Buy	3,586 +1,168	+48%	+$118K	0.07%	194
2024 Q4	$241K	Sell	2,418 -146	-6%	-$15.1K	0.04%	227
2024 Q3	$280K	Buy	2,564 +231	+10%	+$24.8K	0.06%	189
2024 Q2	$240K	Buy	+2,333	New	+$238K	0.06%	193

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

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Fermata Advisors's TLH Position: Q2 2026 in Review

Fermata Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 17% in Q2 2026, buying an estimated $281K and bringing the position to 19,353 shares worth $1.94M. The position accounts for 0.39% of the portfolio, ranked #72.

Fermata Advisors first reported a position in TLH in Q2 2024 and has held it in 9 quarters since. 94 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Fermata Advisors held 19,353 shares of iShares 10-20 Year Treasury Bond ETF worth $1.94M as of Q2 2026.
Fermata Advisors bought 2,813 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $281K.
iShares 10-20 Year Treasury Bond ETF made up 0.39% of Fermata Advisors's portfolio in Q2 2026, its #72 holding.
Fermata Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
94 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.