World Equity Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

World Equity Group’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 Q3	–	Sell	-4,298	Closed	-$431K	–	369
2026 Q2	$431K	Sell	4,298 -981	-19%	-$98K	0.1%	243
2026 Q1	$532K	Buy	5,279 +295	+6%	+$30.1K	0.14%	183
2025 Q4	$507K	Sell	4,984 -502	-9%	-$51.8K	0.14%	163
2025 Q3	$565K	Buy	5,486 +2,082	+61%	+$211K	0.13%	161
2025 Q2	$346K	Buy	3,404 +412	+14%	+$41.3K	0.09%	224
2025 Q1	$310K	Buy	+2,992	New	+$303K	0.09%	221
2023 Q2	–	Sell	-20,390	Closed	-$1.93M	–	543
2023 Q1	$1.93M	Buy	20,390 +14,233	+231%	+$1.6M	0.29%	86
2022 Q4	$666K	Buy	6,157 +1,850	+43%	+$201K	0.16%	147
2022 Q3	$469K	Buy	4,307 +101	+2%	+$12K	0.12%	171
2022 Q2	$505K	Buy	4,206 +674	+19%	+$82.7K	0.13%	177
2022 Q1	$475K	Buy	+3,532	New	+$495K	0.1%	214

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

World Equity Group's TLH Position: Q3 2026 in Review

World Equity Group sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2026, closing a stake of 4,298 shares — an estimated $431K sold.

World Equity Group first reported a position in TLH in Q1 2022 and held it in 11 quarters. The position peaked at $1.93M in Q1 2023. 192 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

World Equity Group reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
World Equity Group sold 4,298 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $431K.
World Equity Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and held it in 11 quarters.
World Equity Group's iShares 10-20 Year Treasury Bond ETF position peaked at $1.93M in Q1 2023.
192 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.