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: Q2 2026 in Review
Shared Vision Wealth Group reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 17% in Q2 2026, selling an estimated $927K and leaving 46,226 shares worth $4.64M. The position accounts for 1.59% of the portfolio, ranked #14.
Shared Vision Wealth Group first reported a position in TLH in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.09M in Q3 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.
- Shared Vision Wealth Group held 46,226 shares of iShares 10-20 Year Treasury Bond ETF worth $4.64M as of Q2 2026.
- Shared Vision Wealth Group sold 9,276 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $927K.
- iShares 10-20 Year Treasury Bond ETF made up 1.59% of Shared Vision Wealth Group's portfolio in Q2 2026, its #14 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 11 quarters since.
- Shared Vision Wealth Group's iShares 10-20 Year Treasury Bond ETF position peaked at $6.09M in Q3 2025.
- 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.
Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.