Equitable Holdings’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Equitable Holdings’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	$12.7M	Sell	124,991 -39,021	-24%	-$3.98M	0.08%	238
2025 Q4	$16.7M	Buy	164,012 +788	+0.5%	+$81.3K	0.11%	163
2025 Q3	$16.8M	Buy	163,224 +41,050	+34%	+$4.15M	0.12%	149
2025 Q2	$12.4M	Buy	122,174 +42,897	+54%	+$4.3M	0.1%	174
2025 Q1	$8.22M	Buy	79,277 +65,844	+490%	+$6.67M	0.08%	221
2024 Q4	$1.34M	Sell	13,433 -10,982	-45%	-$1.14M	0.01%	600
2024 Q3	$2.67M	Buy	24,415 +2,165	+10%	+$232K	0.03%	413
2024 Q2	$2.29M	Buy	22,250 +4,089	+23%	+$416K	0.02%	427
2024 Q1	$1.91M	Buy	18,161 +8,613	+90%	+$902K	0.02%	458
2023 Q4	$1.03M	Buy	9,548 +6,859	+255%	+$687K	0.01%	568
2023 Q3	$265K	Buy	2,689 +9	+0.3%	+$945	﹤0.01%	905
2023 Q2	$297K	Buy	2,680 +19	+0.7%	+$2.13K	﹤0.01%	852
2023 Q1	$305K	Sell	2,661 -17,996	-87%	-$2.02M	﹤0.01%	791
2022 Q4	$2.23M	Buy	20,657 +3,112	+18%	+$337K	0.04%	281
2022 Q3	$1.91M	Buy	17,545 +1,863	+12%	+$220K	0.04%	270
2022 Q2	$1.88M	Buy	15,682 +1,360	+9%	+$167K	0.04%	272
2022 Q1	$1.93M	Buy	14,322 +12,792	+836%	+$1.79M	0.03%	289
2021 Q4	$227K	Buy	+1,530	New	+$227K	﹤0.01%	789

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Equitable Holdings's TLH Position: Q1 2026 in Review

Equitable Holdings reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 24% in Q1 2026, selling an estimated $3.98M and leaving 124,991 shares worth $12.7M. The position accounts for 0.08% of the portfolio, ranked #238.

Equitable Holdings first reported a position in TLH in Q4 2021 and has held it in 18 quarters since. The position peaked at $16.8M in Q3 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Equitable Holdings held 124,991 shares of iShares 10-20 Year Treasury Bond ETF worth $12.7M as of Q1 2026.
Equitable Holdings sold 39,021 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.98M.
iShares 10-20 Year Treasury Bond ETF made up 0.08% of Equitable Holdings's portfolio in Q1 2026, its #238 holding.
Equitable Holdings first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
Equitable Holdings's iShares 10-20 Year Treasury Bond ETF position peaked at $16.8M in Q3 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.