Wells Financial Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
Other funds holding TLH
FFM
Wells Financial Advisors's TLH Position: Q2 2026 in Review
Wells Financial Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 24% in Q2 2026, selling an estimated $72K and leaving 2,305 shares worth $231K. The position accounts for 2.15% of the portfolio, ranked #18.
Wells Financial Advisors first reported a position in TLH in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.32M in Q3 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.
- Wells Financial Advisors held 2,305 shares of iShares 10-20 Year Treasury Bond ETF worth $231K as of Q2 2026.
- Wells Financial Advisors sold 721 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $72K.
- iShares 10-20 Year Treasury Bond ETF made up 2.15% of Wells Financial Advisors's portfolio in Q2 2026, its #18 holding.
- Wells Financial Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
- Wells Financial Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.32M in Q3 2025.
- 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.
Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.