Bank Julius Baer & Co
TLH icon

Bank Julius Baer & Co’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-25,219
Closed -$2.56M – 717
2025
Q4 		$2.56M Buy
+25,219
New +$2.6M 0.01% 290
2020
Q4 		– Sell
-705
Closed -$117K – 850
2020
Q3 		$117K Buy
+705
New +$119K ﹤0.01% 555

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank Julius Baer & Co's TLH Position: Q1 2026 in Review

Bank Julius Baer & Co sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 25,219 shares — an estimated $2.56M sold.

Bank Julius Baer & Co first reported a position in TLH in Q3 2020 and held it in 2 quarters. The position peaked at $2.56M in Q4 2025. 635 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Bank Julius Baer & Co reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 25,219 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.56M.
  • Bank Julius Baer & Co first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2020 and held it in 2 quarters.
  • Bank Julius Baer & Co's iShares 10-20 Year Treasury Bond ETF position peaked at $2.56M in Q4 2025.
  • 635 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.