NWAG
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Net Worth Advisory Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Net Worth Advisory Group’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 		$12.3M Buy
122,891
+34,234
+39% +$3.42M 3.11% 4
2026
Q1 		$8.93M Buy
88,657
+2,000
+2% +$204K 1.85% 12
2025
Q4 		$8.81M Buy
86,657
+6,757
+8% +$697K 1.78% 12
2025
Q3 		$8.23M Sell
79,900
-1,752
-2% -$177K 2.38% 8
2025
Q2 		$8.3M Sell
81,652
-989
-1% -$99.3K 1.84% 13
2025
Q1 		$8.57M Buy
82,641
+1,199
+1% +$122K 2.7% 8
2024
Q4 		$8.11M Buy
81,442
+213
+0.3% +$22K 2.46% 8
2024
Q3 		$8.88M Buy
+81,229
New +$8.71M 2.64% 8

Other funds holding TLH

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
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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Net Worth Advisory Group's TLH Position: Q2 2026 in Review

Net Worth Advisory Group increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 39% in Q2 2026, buying an estimated $3.42M and bringing the position to 122,891 shares worth $12.3M. The position accounts for 3.11% of the portfolio, ranked #4.

Net Worth Advisory Group first reported a position in TLH in Q3 2024 and has held it in 8 quarters since. 109 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Net Worth Advisory Group held 122,891 shares of iShares 10-20 Year Treasury Bond ETF worth $12.3M as of Q2 2026.
  • Net Worth Advisory Group bought 34,234 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.42M.
  • iShares 10-20 Year Treasury Bond ETF made up 3.11% of Net Worth Advisory Group's portfolio in Q2 2026, its #4 holding.
  • Net Worth Advisory Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 109 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.