Values First Advisors’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
$1.95M Buy
19,346
+681
+4% +$69.5K 1.02% 29
2025
Q4
$1.9M Buy
18,665
+370
+2% +$38.2K 0.98% 28
2025
Q3
$1.88M Buy
18,295
+418
+2% +$42.3K 1.01% 33
2025
Q2
$1.82M Sell
17,877
-280
-2% -$28.1K 0.99% 26
2025
Q1
$1.88M Buy
18,157
+990
+6% +$100K 1.1% 23
2024
Q4
$1.71M Buy
17,167
+6,001
+54% +$621K 0.94% 28
2024
Q3
$1.22M Buy
11,166
+211
+2% +$22.6K 0.66% 47
2024
Q2
$1.13M Buy
10,955
+480
+5% +$48.9K 0.67% 48
2024
Q1
$1.1M Buy
10,475
+996
+11% +$104K 0.64% 49
2023
Q4
$1.03M Buy
+9,479
New +$949K 0.62% 49

Other funds holding TLH

Values First Advisors's TLH Position: Q1 2026 in Review

Values First Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 3.6% in Q1 2026, buying an estimated $69.5K and bringing the position to 19,346 shares worth $1.95M. The position accounts for 1.02% of the portfolio, ranked #29.

Values First Advisors first reported a position in TLH in Q4 2023 and has held it in 10 quarters since. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Values First Advisors held 19,346 shares of iShares 10-20 Year Treasury Bond ETF worth $1.95M as of Q1 2026.
  • Values First Advisors bought 681 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $69.5K.
  • iShares 10-20 Year Treasury Bond ETF made up 1.02% of Values First Advisors's portfolio in Q1 2026, its #29 holding.
  • Values First Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.