U.S. Capital Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	$362K	Sell	3,595 -11,140	-76%	-$1.14M	0.01%	759
2025 Q4	$1.5M	Sell	14,735 -7,907	-35%	-$816K	0.04%	398
2025 Q3	$2.33M	Sell	22,642 -29,283	-56%	-$2.96M	0.06%	298
2025 Q2	$5.28M	Buy	51,925 +15,704	+43%	+$1.58M	0.15%	156
2025 Q1	$3.76M	Buy	36,221 +13,177	+57%	+$1.34M	0.12%	182
2024 Q4	$2.29M	Sell	23,044 -524	-2%	-$54.2K	0.07%	272
2024 Q3	$2.58M	Sell	23,568 -24	-0.1%	-$2.57K	0.09%	207
2024 Q2	$2.42M	Buy	23,592 +2,101	+10%	+$214K	0.09%	206
2024 Q1	$2.26M	Buy	21,491 +52	+0.2%	+$5.45K	0.09%	212
2023 Q4	$2.32M	Buy	21,439 +5,388	+34%	+$539K	0.09%	198
2023 Q3	$1.58M	Buy	16,051 +9,066	+130%	+$952K	0.07%	241
2023 Q2	$774K	Buy	6,985 +1,642	+31%	+$184K	0.04%	367
2023 Q1	$612K	Buy	5,343 +2,259	+73%	+$254K	0.03%	393
2022 Q4	$334K	Buy	3,084 +936	+44%	+$101K	0.02%	517
2022 Q3	$234K	Buy	2,148 +161	+8%	+$19.1K	0.01%	562
2022 Q2	$239K	Buy	+1,987	New	+$244K	0.01%	596

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

U.S. Capital Wealth Advisors's TLH Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 76% in Q1 2026, selling an estimated $1.14M and leaving 3,595 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #759.

U.S. Capital Wealth Advisors first reported a position in TLH in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.28M in Q2 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

U.S. Capital Wealth Advisors held 3,595 shares of iShares 10-20 Year Treasury Bond ETF worth $362K as of Q1 2026.
U.S. Capital Wealth Advisors sold 11,140 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.14M.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #759 holding.
U.S. Capital Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
U.S. Capital Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $5.28M in Q2 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.