World Investment Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

World Investment 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	$6.12M	Sell	60,880 -18,844	-24%	-$1.88M	0.1%	224
2026 Q1	$8.03M	Sell	79,724 -6,977	-8%	-$712K	0.13%	185
2025 Q4	$8.81M	Buy	86,701 +60,885	+236%	+$6.28M	0.14%	166
2025 Q3	$2.66M	Buy	25,816 +4,376	+20%	+$443K	0.05%	348
2025 Q2	$2.18M	Sell	21,440 -7,569	-26%	-$760K	0.05%	362
2025 Q1	$3.01M	Buy	29,009 +19,876	+218%	+$2.01M	0.08%	279
2024 Q4	$909K	Buy	9,133 +294	+3%	+$30.4K	0.02%	498
2024 Q3	$966K	Buy	+8,839	New	+$947K	0.03%	436
2023 Q3	–	Sell	-5,582	Closed	-$618K	–	285
2023 Q2	$618K	Sell	5,582 -11,666	-68%	-$1.31M	0.12%	119
2023 Q1	$1.98M	Buy	17,248 +11,064	+179%	+$1.24M	0.41%	49
2022 Q4	$669K	Buy	6,184 +964	+18%	+$104K	0.15%	101
2022 Q3	$569K	Sell	5,220 -136	-3%	-$16.1K	0.14%	122
2022 Q2	$666K	Buy	5,356 +475	+10%	+$58.3K	0.14%	117
2022 Q1	$657K	Buy	4,881 +1,444	+42%	+$202K	0.14%	121
2021 Q4	$477K	Buy	+3,437	New	+$509K	0.1%	149

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

World Investment Advisors's TLH Position: Q2 2026 in Review

World Investment Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 24% in Q2 2026, selling an estimated $1.88M and leaving 60,880 shares worth $6.12M. The position accounts for 0.1% of the portfolio, ranked #224.

World Investment Advisors first reported a position in TLH in Q4 2021 and has held it in 15 quarters since. The position peaked at $8.81M in Q4 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

World Investment Advisors held 60,880 shares of iShares 10-20 Year Treasury Bond ETF worth $6.12M as of Q2 2026.
World Investment Advisors sold 18,844 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.88M.
iShares 10-20 Year Treasury Bond ETF made up 0.1% of World Investment Advisors's portfolio in Q2 2026, its #224 holding.
World Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and has held it in 15 quarters since.
World Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $8.81M in Q4 2025.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

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