TLH — ISHARES 10 20 YEAR TREASURY

Ownership history in Wayfinding Financial, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Wayfinding Financial, LLC reported a position in ISHARES 10 20 YEAR TREASURY (TLH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.47% (2024 Q4)
Avg. % of fund
0.31%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,287 -864 -16.8% 0.19% $441K $100.84
2025 Q2 REDUCED 5,151 -2,451 -32.2% 0.23% $523K $98.39
2025 Q1 REDUCED 7,602 -1,277 -14.4% 0.35% $788K $99.42
2024 Q4 ADDED 8,879 +3,092 +53.4% 0.47% $883K $94.83
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TLH price (monthly, adj. close)

Other funds also holding TLH

As of 2025 Q4 — sorted by position size

Forum Financial Management, LP 3Y 11.24% RS CRUM INC. 3Y 6.4% Watchman Group, Inc. 3Y 6.28% Veltria Advisors Corp. 3Y 5.67% Bedminster, LLC 4.32% Cerity Partners OCIO LLC 3Y 7Y 4.03% High Falls Advisors, Inc 3Y 7Y 3.55% Commonwealth Financial Services, LLC 3Y 7Y 3.5% Evergreen Private Wealth LLC 3.27% Kelly Financial Services LLC 3.23%
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