Corient Private Wealth’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.13M Sell
31,210
-10,232
-25% -$1.02M ﹤0.01% 1100
2026
Q1
$3.24M Buy
41,442
+14,099
+52% +$1.44M ﹤0.01% 1011
2025
Q4
$2.78M Buy
27,343
+16,059
+142% +$1.66M ﹤0.01% 999
2025
Q3
$1.16M Sell
11,284
-5,114
-31% -$517K ﹤0.01% 1365
2025
Q2
$1.67M Sell
16,398
-8,103
-33% -$813K ﹤0.01% 1117
2025
Q1
$2.54M Buy
24,501
+2,846
+13% +$288K ﹤0.01% 891
2024
Q4
$2.16M Buy
21,655
+13,670
+171% +$1.41M ﹤0.01% 970
2024
Q3
$873K Sell
7,985
-4,400
-36% -$472K ﹤0.01% 1470
2024
Q2
$1.27M Buy
12,385
+600
+5% +$61.1K ﹤0.01% 1237
2024
Q1
$1.24M Buy
+11,785
New +$1.23M ﹤0.01% 1241
2023
Q4
Sell
-352,035
Closed -$43.5M 2348
2023
Q3
$43.5M Buy
+352,035
New +$37M 0.1% 218

Other funds holding TLH

Corient Private Wealth's TLH Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 25% in Q2 2026, selling an estimated $1.02M and leaving 31,210 shares worth $3.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Corient Private Wealth first reported a position in TLH in Q3 2023 and has held it in 11 quarters since. The position peaked at $43.5M in Q3 2023. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Corient Private Wealth held 31,210 shares of iShares 10-20 Year Treasury Bond ETF worth $3.13M as of Q2 2026.
  • Corient Private Wealth sold 10,232 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.02M.
  • iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1100 holding.
  • Corient Private Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Corient Private Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $43.5M in Q3 2023.
  • 611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.