EP Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
Other funds holding TLH
FFM
EP Wealth Advisors's TLH Position: Q2 2026 in Review
EP Wealth Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 10% in Q2 2026, selling an estimated $30.5K and leaving 2,727 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.
EP Wealth Advisors first reported a position in TLH in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.92M in Q2 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.
- EP Wealth Advisors held 2,727 shares of iShares 10-20 Year Treasury Bond ETF worth $274K as of Q2 2026.
- EP Wealth Advisors sold 305 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $30.5K.
- iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1346 holding.
- EP Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and has held it in 5 quarters since.
- EP Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.92M in Q2 2025.
- 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.