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

Evergreen Private Wealth’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	$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

Envestnet Asset Management

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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