Shared Vision Wealth Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
Other funds holding TLH
FFM
Shared Vision Wealth Group's TLH Position: Q1 2026 in Review
Shared Vision Wealth Group reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 1.4% in Q1 2026, selling an estimated $77.9K and leaving 55,502 shares worth $5.59M. The position accounts for 2.28% of the portfolio, ranked #13.
Shared Vision Wealth Group first reported a position in TLH in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.09M in Q3 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.
- Shared Vision Wealth Group held 55,502 shares of iShares 10-20 Year Treasury Bond ETF worth $5.59M as of Q1 2026.
- Shared Vision Wealth Group sold 763 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $77.9K.
- iShares 10-20 Year Treasury Bond ETF made up 2.28% of Shared Vision Wealth Group's portfolio in Q1 2026, its #13 holding.
- Shared Vision Wealth Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
- Shared Vision Wealth Group's iShares 10-20 Year Treasury Bond ETF position peaked at $6.09M in Q3 2025.
- 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.
Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.