TLH β€” ISHARES 10 20 YEAR TREASURY

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

AI Ownership Summary

Wayfinding Financial, LLC reported ISHARES 10 20 YEAR TREASURY (TLH) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.47% in 2024 Q4. The latest visible filing shows TLH at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TLH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wayfinding Financial, LLC's position in ISHARES 10 20 YEAR TREASURY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TLH was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wayfinding Financial, LLC held TLH β€” position size vs. price
% of Fund (quarterly)    TLH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 4,287 -864 -16.8% 0.19% $441K 2025-11-14 $100.85
2025 Q2 REDUCED 5,151 -2,451 -32.2% 0.23% $523K 2025-08-12 $97.84
2025 Q1 REDUCED 7,602 -1,277 -14.4% 0.35% $788K 2025-04-29 $98.78
2024 Q4 ADDED 8,879 +3,092 +53.4% 0.47% $883K 2025-02-11 $95.89
2024 Q2 REDUCED 5,787 -1,103 -16.0% 0.33% $594K 2024-08-09 $99.96
2024 Q1 ADDED 6,890 +3,035 +78.7% 0.41% $696K 2024-05-09 $93.72
2023 Q4 ADDED 3,855 +49 +1.3% 0.28% $417K 2024-01-10 $96.77
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Wayfinding Financial, LLC and TLH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wayfinding Financial, LLC reported owning TLH?

Wayfinding Financial, LLC reported TLH across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported TLH position in Wayfinding Financial, LLC's portfolio?

The largest reported portfolio weight for TLH was 0.47% in 2024 Q4.

What is the latest reported TLH position on this page?

The most recent filing on this page is 2025 Q3, when Wayfinding Financial, LLC reported 4,287 shares, equal to 0.19% of portfolio, with an estimated market value of $441K.

What does the chart on this TLH ownership page compare?

The chart compares Wayfinding Financial, LLC's quarterly TLH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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