Waverly Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
Other funds holding TLH
FFM
Waverly Advisors's TLH Position: Q2 2026 in Review
Waverly Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 55% in Q2 2026, selling an estimated $542K and leaving 4,495 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.
Waverly Advisors first reported a position in TLH in Q3 2014 and has held it in 6 quarters since. The position peaked at $999K in Q1 2026. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.
- Waverly Advisors held 4,495 shares of iShares 10-20 Year Treasury Bond ETF worth $451K as of Q2 2026.
- Waverly Advisors sold 5,425 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $542K.
- iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1224 holding.
- Waverly Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2014 and has held it in 6 quarters since.
- Waverly Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $999K in Q1 2026.
- 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.
Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.