Guardian Wealth Advisors (North Carolina)’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$16.1K	Buy	+160	New	+$16.3K	﹤0.01%	517
2025 Q3	–	Sell	-710	Closed	-$72.1K	–	531
2025 Q2	$72.1K	Sell	710 -612	-46%	-$61.4K	0.01%	379
2025 Q1	$137K	Buy	1,322 +142	+12%	+$14.4K	0.01%	330
2024 Q4	$117K	Buy	1,180 +1,135	+2,522%	+$117K	0.01%	329
2024 Q3	$4.88K	Buy	45 +44	+4,400%	+$4.72K	﹤0.01%	411
2024 Q2	$66	Hold	1	–	–	﹤0.01%	436
2024 Q1	$67	Hold	1	–	–	﹤0.01%	451
2023 Q4	$69	Hold	1	–	–	﹤0.01%	439
2023 Q3	$62	Sell	1 -30	-97%	-$3.15K	﹤0.01%	419
2023 Q2	$3.39K	Hold	31	–	–	﹤0.01%	375
2023 Q1	$3.51K	Buy	31 +1	+3%	+$112	﹤0.01%	370
2022 Q4	$3.25K	Buy	+30	New	+$3.25K	﹤0.01%	343

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s TLH Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026: 160 shares worth $16.1K. The stake represents ﹤0.01% of the portfolio and ranks #517 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in TLH as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in TLH in Q4 2022 and has held it in 12 quarters since. The position peaked at $137K in Q1 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 160 shares of iShares 10-20 Year Treasury Bond ETF worth $16.1K as of Q1 2026.
iShares 10-20 Year Treasury Bond ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #517 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 12 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares 10-20 Year Treasury Bond ETF position peaked at $137K in Q1 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.