JFS 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
$1.18M Sell
11,753
-4,824
-29% -$482K 0.06% 152
2026
Q1
$1.67M Sell
16,577
-845
-5% -$86.3K 0.09% 122
2025
Q4
$1.77M Sell
17,422
-146
-0.8% -$15.1K 0.1% 118
2025
Q3
$1.81M Buy
17,568
+4,553
+35% +$461K 0.11% 113
2025
Q2
$1.32M Buy
13,015
+14
+0.1% +$1.41K 0.08% 133
2025
Q1
$1.35M Buy
13,001
+7,592
+140% +$770K 0.09% 127
2024
Q4
$538K Buy
5,409
+1,328
+33% +$137K 0.04% 191
2024
Q3
$446K Buy
4,081
+52
+1% +$5.57K 0.03% 206
2024
Q2
$414K Buy
4,029
+1,625
+68% +$165K 0.03% 161
2024
Q1
$253K Buy
2,404
+888
+59% +$93K 0.02% 221
2023
Q4
$164K Buy
+1,516
New +$152K 0.01% 248
2022
Q1
Sell
-3
Closed 1964
2021
Q4
$0 Buy
+3
New +$444 ﹤0.01% 1879

Other funds holding TLH

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

JFS Wealth Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 29% in Q2 2026, selling an estimated $482K and leaving 11,753 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #152.

JFS Wealth Advisors first reported a position in TLH in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.81M in Q3 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • JFS Wealth Advisors held 11,753 shares of iShares 10-20 Year Treasury Bond ETF worth $1.18M as of Q2 2026.
  • JFS Wealth Advisors sold 4,824 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $482K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.06% of JFS Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • JFS Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and has held it in 12 quarters since.
  • JFS Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.81M in Q3 2025.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.