Valmark Advisers’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
– Sell
-2,342
Closed -$238K – 706
2025
Q4
$238K Buy
+2,342
New +$242K ﹤0.01% 599
2025
Q3
– Sell
-7,133
Closed -$725K – 679
2025
Q2
$725K Buy
7,133
+21
+0.3% +$2.11K 0.01% 387
2025
Q1
$738K Buy
+7,112
New +$721K 0.01% 366

Other funds holding TLH

Valmark Advisers's TLH Position: Q1 2026 in Review

Valmark Advisers sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 2,342 shares — an estimated $238K sold.

Valmark Advisers first reported a position in TLH in Q1 2025 and held it in 3 quarters. The position peaked at $738K in Q1 2025. 635 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Valmark Advisers reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Valmark Advisers sold 2,342 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $238K.
  • Valmark Advisers first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and held it in 3 quarters.
  • Valmark Advisers's iShares 10-20 Year Treasury Bond ETF position peaked at $738K in Q1 2025.
  • 635 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.