Values First Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
Other funds holding TLH
Values First Advisors's TLH Position: Q3 2026 in Review
Values First Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 3.3% in Q3 2026, selling an estimated $69.3K and leaving 20,849 shares worth $1.92M. The position accounts for 0.9% of the portfolio, ranked #35.
Values First Advisors first reported a position in TLH in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.16M in Q2 2026. 224 funds tracked by Wall St. Rank hold TLH as of Q3 2026.
- Values First Advisors held 20,849 shares of iShares 10-20 Year Treasury Bond ETF worth $1.92M as of Q3 2026.
- Values First Advisors sold 717 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $69.3K.
- iShares 10-20 Year Treasury Bond ETF made up 0.9% of Values First Advisors's portfolio in Q3 2026, its #35 holding.
- Values First Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
- Values First Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $2.16M in Q2 2026.
- 224 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.
Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.