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: Q1 2026 in Review
Wells Financial Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 67% in Q1 2026, selling an estimated $638K and leaving 3,026 shares worth $305K. The position accounts for 1.39% of the portfolio, ranked #23.
Wells Financial Advisors first reported a position in TLH in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.32M in Q3 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.
- Wells Financial Advisors held 3,026 shares of iShares 10-20 Year Treasury Bond ETF worth $305K as of Q1 2026.
- Wells Financial Advisors sold 6,245 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $638K.
- iShares 10-20 Year Treasury Bond ETF made up 1.39% of Wells Financial Advisors's portfolio in Q1 2026, its #23 holding.
- Wells Financial Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
- Wells Financial Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.32M in Q3 2025.
- 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.
Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.