Visionary Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Visionary 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 Q3	–	Sell	-14,718	Closed	-$1.48M	–	710
2026 Q2	$1.48M	Sell	14,718 -123	-0.8%	-$12.3K	0.06%	241
2026 Q1	$1.49M	Buy	14,841 +271	+2%	+$27.7K	0.07%	223
2025 Q4	$1.48M	Sell	14,570 -10,851	-43%	-$1.12M	0.07%	230
2025 Q3	$2.62M	Sell	25,421 -4,203	-14%	-$425K	0.12%	165
2025 Q2	$3.01M	Buy	29,624 +16,425	+124%	+$1.65M	0.15%	152
2025 Q1	$1.37M	Buy	+13,199	New	+$1.34M	0.08%	217
2024 Q1	–	Sell	-11,252	Closed	-$1.22M	–	503
2023 Q4	$1.22M	Buy	+11,252	New	+$1.13M	0.09%	205
2022 Q1	–	Sell	-12,562	Closed	-$1.86M	–	458
2021 Q4	$1.86M	Buy	+12,562	New	+$1.86M	0.15%	128
2021 Q1	–	Sell	-1,267	Closed	-$202K	–	331
2020 Q4	$202K	Sell	1,267 -1,652	-57%	-$267K	0.02%	287
2020 Q3	$486K	Sell	2,919 -129	-4%	-$21.7K	0.07%	159
2020 Q2	$510K	Buy	3,048 +664	+28%	+$111K	0.08%	145
2020 Q1	$400K	Sell	2,384 -1,584	-40%	-$245K	0.08%	136
2019 Q4	$570K	Buy	+3,968	New	+$582K	0.1%	125

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Hamilton Capital Partners Atlanta, Georgia $356M AUM 0.3% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Visionary Wealth Advisors's TLH Position: Q3 2026 in Review

Visionary Wealth Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2026, closing a stake of 14,718 shares — an estimated $1.48M sold.

Visionary Wealth Advisors first reported a position in TLH in Q4 2019 and held it in 13 quarters. The position peaked at $3.01M in Q2 2025. 410 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Visionary Wealth Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Visionary Wealth Advisors sold 14,718 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.48M.
Visionary Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2019 and held it in 13 quarters.
Visionary Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $3.01M in Q2 2025.
410 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.