Envestnet Portfolio Solutions’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Envestnet Portfolio Solutions’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	$230M	Sell	2,288,353 -720,075	-24%	-$71.9M	1.1%	18
2026 Q1	$303M	Buy	3,008,428 +734,336	+32%	+$75M	1.68%	15
2025 Q4	$231M	Buy	2,274,092 +40,951	+2%	+$4.23M	0.81%	28
2025 Q3	$230M	Sell	2,233,141 -217,691	-9%	-$22M	0.85%	29
2025 Q2	$249M	Buy	2,450,832 +361,368	+17%	+$36.3M	0.92%	25
2025 Q1	$217M	Buy	2,089,464 +1,167,427	+127%	+$118M	0.83%	24
2024 Q4	$91.8M	Buy	922,037 +41,685	+5%	+$4.31M	0.3%	52
2024 Q3	$96.2M	Buy	880,352 +42,594	+5%	+$4.57M	0.31%	47
2024 Q2	$86M	Buy	837,758 +26,190	+3%	+$2.67M	0.3%	51
2024 Q1	$85.2M	Buy	811,568 +59,685	+8%	+$6.25M	0.32%	51
2023 Q4	$81.4M	Sell	751,883 -45,858	-6%	-$4.59M	0.34%	49
2023 Q3	$78.6M	Buy	+797,741	New	+$83.8M	0.37%	46

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

Envestnet Portfolio Solutions's TLH Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 24% in Q2 2026, selling an estimated $71.9M and leaving 2,288,353 shares worth $230M. The position accounts for 1.1% of the portfolio, ranked #18.

Envestnet Portfolio Solutions first reported a position in TLH in Q3 2023 and has held it in 12 quarters since. The position peaked at $303M in Q1 2026. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Envestnet Portfolio Solutions held 2,288,353 shares of iShares 10-20 Year Treasury Bond ETF worth $230M as of Q2 2026.
Envestnet Portfolio Solutions sold 720,075 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $71.9M.
iShares 10-20 Year Treasury Bond ETF made up 1.1% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #18 holding.
Envestnet Portfolio Solutions first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares 10-20 Year Treasury Bond ETF position peaked at $303M in Q1 2026.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.