J.W. Cole Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

J.W. Cole 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	$694K	Buy	+6,915	New	+$691K	0.01%	889
2026 Q1	–	Sell	-10,301	Closed	-$1M	–	1406
2025 Q4	$1M	Sell	10,301 -4	-0%	-$413	0.02%	634
2025 Q3	$1.06M	Buy	10,305 +6,113	+146%	+$618K	0.02%	697
2025 Q2	$426K	Buy	4,192 +425	+11%	+$42.6K	0.01%	977
2025 Q1	$391K	Buy	+3,767	New	+$382K	0.01%	849

Other funds holding TLH

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HCP

Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return

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

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

J.W. Cole Advisors's TLH Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026: 6,915 shares worth $694K. The stake represents 0.01% of the portfolio and ranks #889 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in TLH as recently as Q4 2025.

J.W. Cole Advisors first reported a position in TLH in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.06M in Q3 2025. 174 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

J.W. Cole Advisors held 6,915 shares of iShares 10-20 Year Treasury Bond ETF worth $694K as of Q2 2026.
iShares 10-20 Year Treasury Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #889 holding.
J.W. Cole Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
J.W. Cole Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.06M in Q3 2025.
174 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.