WCG Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

WCG 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 Q2	$4.68M	Sell	46,671 -12,907	-22%	-$1.29M	0.11%	176
2026 Q1	$6M	Buy	59,578 +1,826	+3%	+$186K	0.17%	133
2025 Q4	$5.87M	Buy	57,752 +23,157	+67%	+$2.39M	0.16%	132
2025 Q3	$3.56M	Buy	34,595 +654	+2%	+$66.2K	0.22%	102
2025 Q2	$3.45M	Buy	33,941 +1,709	+5%	+$172K	0.22%	111
2025 Q1	$3.34M	Buy	+32,232	New	+$3.27M	0.25%	99
2023 Q4	–	Sell	-12,011	Closed	-$1.18M	–	318
2023 Q3	$1.18M	Sell	12,011 -120	-1%	-$12.6K	0.09%	184
2023 Q2	$1.34M	Buy	+12,131	New	+$1.36M	0.16%	94

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WCG Wealth Advisors's TLH Position: Q2 2026 in Review

WCG Wealth Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 22% in Q2 2026, selling an estimated $1.29M and leaving 46,671 shares worth $4.68M. The position accounts for 0.11% of the portfolio, ranked #176.

WCG Wealth Advisors first reported a position in TLH in Q2 2023 and has held it in 8 quarters since. The position peaked at $6M in Q1 2026. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

WCG Wealth Advisors held 46,671 shares of iShares 10-20 Year Treasury Bond ETF worth $4.68M as of Q2 2026.
WCG Wealth Advisors sold 12,907 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.29M.
iShares 10-20 Year Treasury Bond ETF made up 0.11% of WCG Wealth Advisors's portfolio in Q2 2026, its #176 holding.
WCG Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2023 and has held it in 8 quarters since.
WCG Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $6M in Q1 2026.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.