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 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 $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Visionary Wealth Advisors's TLH Position: Q1 2026 in Review

Visionary Wealth Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 1.9% in Q1 2026, buying an estimated $27.7K and bringing the position to 14,841 shares worth $1.49M. The position accounts for 0.07% of the portfolio, ranked #223.

Visionary Wealth Advisors first reported a position in TLH in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.01M in Q2 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Visionary Wealth Advisors held 14,841 shares of iShares 10-20 Year Treasury Bond ETF worth $1.49M as of Q1 2026.
Visionary Wealth Advisors bought 271 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $27.7K.
iShares 10-20 Year Treasury Bond ETF made up 0.07% of Visionary Wealth Advisors's portfolio in Q1 2026, its #223 holding.
Visionary Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2019 and has held it in 12 quarters since.
Visionary Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $3.01M in Q2 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.