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 Q2	–	Sell	-160	Closed	-$16.1K	–	579
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 $424B AUM 22.9% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s TLH Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 160 shares — an estimated $16.1K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in TLH in Q4 2022 and held it in 12 quarters. The position peaked at $137K in Q1 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 160 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $16.1K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and held it in 12 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares 10-20 Year Treasury Bond ETF position peaked at $137K in Q1 2025.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.