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 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Visionary Wealth Advisors's TLH Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 0.83% in Q2 2026, selling an estimated $12.3K and leaving 14,718 shares worth $1.48M. The position accounts for 0.06% of the portfolio, ranked #241.

Visionary Wealth Advisors first reported a position in TLH in Q4 2019 and has held it in 13 quarters since. The position peaked at $3.01M in Q2 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Visionary Wealth Advisors held 14,718 shares of iShares 10-20 Year Treasury Bond ETF worth $1.48M as of Q2 2026.
Visionary Wealth Advisors sold 123 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $12.3K.
iShares 10-20 Year Treasury Bond ETF made up 0.06% of Visionary Wealth Advisors's portfolio in Q2 2026, its #241 holding.
Visionary Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2019 and has held it in 13 quarters since.
Visionary Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $3.01M in Q2 2025.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.