W Advisors LLC
TLH icon

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
Q3 		$586K Sell
6,362
-905
-12% -$87.5K 0.26% 80
2026
Q2 		$729K Sell
7,267
-2,975
-29% -$297K 0.33% 65
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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Peavine Capital
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

W Advisors LLC's TLH Position: Q3 2026 in Review

W Advisors LLC reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 12% in Q3 2026, selling an estimated $87.5K and leaving 6,362 shares worth $586K. The position accounts for 0.26% of the portfolio, ranked #80.

W Advisors LLC first reported a position in TLH in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.11M in Q3 2025. 357 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

  • W Advisors LLC held 6,362 shares of iShares 10-20 Year Treasury Bond ETF worth $586K as of Q3 2026.
  • W Advisors LLC sold 905 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $87.5K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.26% of W Advisors LLC's portfolio in Q3 2026, its #80 holding.
  • W Advisors LLC first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • W Advisors LLC's iShares 10-20 Year Treasury Bond ETF position peaked at $1.11M in Q3 2025.
  • 357 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.