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W Advisors LLC’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

W Advisors LLC’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 		$1.03M Buy
10,242
+144
+1% +$14.7K 0.53% 45
2025
Q4 		$1.03M Sell
10,098
-682
-6% -$70.4K 0.52% 43
2025
Q3 		$1.11M Buy
10,780
+1,174
+12% +$119K 0.58% 40
2025
Q2 		$976K Buy
9,606
+2,289
+31% +$230K 0.56% 41
2025
Q1 		$759K Buy
7,317
+4,866
+199% +$493K 0.48% 49
2024
Q4 		$244K Sell
2,451
-17
-0.7% -$1.76K 0.15% 103
2024
Q3 		$270K Buy
2,468
+33
+1% +$3.54K 0.17% 100
2024
Q2 		$250K Buy
2,435
+522
+27% +$53.1K 0.16% 102
2024
Q1 		$201K Sell
1,913
-192
-9% -$20.1K 0.14% 107
2023
Q4 		$228K Sell
2,105
-1,254
-37% -$126K 0.17% 97
2023
Q3 		$331K Sell
3,359
-4,735
-59% -$497K 0.27% 78
2023
Q2 		$897K Buy
8,094
+762
+10% +$85.4K 0.7% 34
2023
Q1 		$840K Buy
7,332
+2,107
+40% +$237K 0.69% 36
2022
Q4 		$565K Sell
5,225
-951
-15% -$103K 0.47% 51
2022
Q3 		$673K Buy
6,176
+2,699
+78% +$319K 0.63% 42
2022
Q2 		$418K Buy
3,477
+1,382
+66% +$170K 0.36% 69
2022
Q1 		$282K Buy
+2,095
New +$293K 0.21% 88

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

W Advisors LLC's TLH Position: Q1 2026 in Review

W Advisors LLC increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 1.4% in Q1 2026, buying an estimated $14.7K and bringing the position to 10,242 shares worth $1.03M. The position accounts for 0.53% of the portfolio, ranked #45.

W Advisors LLC first reported a position in TLH in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.11M in Q3 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • W Advisors LLC held 10,242 shares of iShares 10-20 Year Treasury Bond ETF worth $1.03M as of Q1 2026.
  • W Advisors LLC bought 144 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $14.7K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.53% of W Advisors LLC's portfolio in Q1 2026, its #45 holding.
  • W Advisors LLC first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • W Advisors LLC's iShares 10-20 Year Treasury Bond ETF position peaked at $1.11M in Q3 2025.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.