Clean Yield Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Clean Yield 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	$53.2K	Hold	530	–	–	0.01%	235
2026 Q1	$53.4K	Hold	530	–	–	0.02%	221
2025 Q4	$53.9K	Hold	530	–	–	0.02%	222
2025 Q3	$54.6K	Sell	530 -610	-54%	-$61.7K	0.02%	218
2025 Q2	$116K	Hold	1,140	–	–	0.03%	159
2025 Q1	$118K	Hold	1,140	–	–	0.04%	157
2024 Q4	$113K	Sell	1,140 -960	-46%	-$99.3K	0.04%	166
2024 Q3	$230K	Sell	2,100 -2,300	-52%	-$247K	0.07%	124
2024 Q2	$452K	Buy	4,400 +2,300	+110%	+$234K	0.17%	85
2024 Q1	$221K	Hold	2,100	–	–	0.09%	121
2023 Q4	$227K	Buy	2,100 +530	+34%	+$53K	0.1%	116
2023 Q3	$154K	Hold	1,570	–	–	0.07%	133
2023 Q2	$174K	Hold	1,570	–	–	0.07%	129
2023 Q1	$180K	Hold	1,570	–	–	0.08%	129
2022 Q4	$170K	Buy	+1,570	New	+$170K	0.07%	138
2022 Q2	–	Sell	-20	Closed	-$3K	–	473
2022 Q1	$3K	Buy	+20	New	+$2.8K	﹤0.01%	430

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

Clean Yield Group's TLH Position: Q2 2026 in Review

Clean Yield Group held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q2 2026 at 530 shares worth $53.2K. The position accounts for 0.01% of the portfolio, ranked #235.

Clean Yield Group first reported a position in TLH in Q1 2022 and has held it in 16 quarters since. The position peaked at $452K in Q2 2024. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Clean Yield Group held 530 shares of iShares 10-20 Year Treasury Bond ETF worth $53.2K as of Q2 2026.
Clean Yield Group left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of Clean Yield Group's portfolio in Q2 2026, its #235 holding.
Clean Yield Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and has held it in 16 quarters since.
Clean Yield Group's iShares 10-20 Year Treasury Bond ETF position peaked at $452K in Q2 2024.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.