Lifeworks 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
Q1
$437K Sell
4,334
-2,232
-34% -$228K 0.06% 208
2025
Q4
$668K Buy
6,566
+182
+3% +$18.8K 0.09% 183
2025
Q3
$657K Buy
6,384
+1,921
+43% +$194K 0.09% 176
2025
Q2
$453K Buy
4,463
+1,701
+62% +$171K 0.07% 208
2025
Q1
$287K Buy
+2,762
New +$280K 0.05% 250
2024
Q3
Sell
-1,954
Closed -$201K 303
2024
Q2
$201K Sell
1,954
-254
-12% -$25.9K 0.06% 220
2024
Q1
$232K Sell
2,208
-2,108
-49% -$221K 0.06% 213
2023
Q4
$467K Sell
4,316
-1,509
-26% -$151K 0.16% 120
2023
Q3
$574K Buy
5,825
+46
+0.8% +$4.83K 0.22% 111
2023
Q2
$640K Sell
5,779
-406
-7% -$45.5K 0.27% 93
2023
Q1
$708K Buy
+6,185
New +$696K 0.33% 91

Other funds holding TLH

Lifeworks Advisors's TLH Position: Q1 2026 in Review

Lifeworks Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 34% in Q1 2026, selling an estimated $228K and leaving 4,334 shares worth $437K. The position accounts for 0.06% of the portfolio, ranked #208.

Lifeworks Advisors first reported a position in TLH in Q1 2023 and has held it in 11 quarters since. The position peaked at $708K in Q1 2023. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Lifeworks Advisors held 4,334 shares of iShares 10-20 Year Treasury Bond ETF worth $437K as of Q1 2026.
  • Lifeworks Advisors sold 2,232 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $228K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.06% of Lifeworks Advisors's portfolio in Q1 2026, its #208 holding.
  • Lifeworks Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and has held it in 11 quarters since.
  • Lifeworks Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $708K in Q1 2023.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.