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 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HCP

Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

World Equity Group's TLH Position: Q2 2026 in Review

World Equity Group reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 19% in Q2 2026, selling an estimated $98K and leaving 4,298 shares worth $431K. The position accounts for 0.1% of the portfolio, ranked #243.

World Equity Group first reported a position in TLH in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.93M in Q1 2023. 134 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

World Equity Group held 4,298 shares of iShares 10-20 Year Treasury Bond ETF worth $431K as of Q2 2026.
World Equity Group sold 981 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $98K.
iShares 10-20 Year Treasury Bond ETF made up 0.1% of World Equity Group's portfolio in Q2 2026, its #243 holding.
World Equity Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and has held it in 11 quarters since.
World Equity Group's iShares 10-20 Year Treasury Bond ETF position peaked at $1.93M in Q1 2023.
134 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.