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: Q1 2026 in Review
Waverly Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 58% in Q1 2026, buying an estimated $371K and bringing the position to 9,920 shares worth $999K. The position accounts for 0.01% of the portfolio, ranked #835.
Waverly Advisors first reported a position in TLH in Q3 2014 and has held it in 5 quarters since. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.
- Waverly Advisors held 9,920 shares of iShares 10-20 Year Treasury Bond ETF worth $999K as of Q1 2026.
- Waverly Advisors bought 3,629 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $371K.
- iShares 10-20 Year Treasury Bond ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #835 holding.
- Waverly Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2014 and has held it in 5 quarters since.
- 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.