Evergreen 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
$8.45M Sell
84,245
-499
-0.6% -$49.9K 3.13% 5
2026
Q1
$8.54M Buy
84,744
+3,089
+4% +$315K 3.45% 4
2025
Q4
$8.3M Buy
81,655
+4,703
+6% +$485K 3.27% 7
2025
Q3
$7.93M Sell
76,952
-760
-1% -$76.9K 3.21% 10
2025
Q2
$7.9M Buy
77,712
+7,313
+10% +$734K 3.31% 8
2025
Q1
$7.3M Buy
70,399
+1,448
+2% +$147K 3.41% 5
2024
Q4
$6.86M Buy
68,951
+27,871
+68% +$2.88M 3.22% 4
2024
Q3
$4.49M Buy
41,080
+414
+1% +$44.4K 2.08% 21
2024
Q2
$4.18M Sell
40,666
-266
-0.6% -$27.1K 2.06% 22
2024
Q1
$4.3M Buy
40,932
+9,483
+30% +$993K 2.15% 23
2023
Q4
$3.4M Buy
+31,449
New +$3.15M 1.84% 23

Other funds holding TLH

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

Evergreen Private Wealth reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 0.59% in Q2 2026, selling an estimated $49.9K and leaving 84,245 shares worth $8.45M. The position accounts for 3.13% of the portfolio, ranked #5.

Evergreen Private Wealth first reported a position in TLH in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.54M in Q1 2026. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Evergreen Private Wealth held 84,245 shares of iShares 10-20 Year Treasury Bond ETF worth $8.45M as of Q2 2026.
  • Evergreen Private Wealth sold 499 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $49.9K.
  • iShares 10-20 Year Treasury Bond ETF made up 3.13% of Evergreen Private Wealth's portfolio in Q2 2026, its #5 holding.
  • Evergreen Private Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Evergreen Private Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $8.54M in Q1 2026.
  • 611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.