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

MassMutual Private Wealth & Trust’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	$8.83K	Sell	88 -49	-36%	-$4.9K	﹤0.01%	1459
2026 Q1	$13.8K	Sell	137 -309	-69%	-$31.6K	﹤0.01%	1246
2025 Q4	$45.3K	Sell	446 -6,588	-94%	-$680K	﹤0.01%	819
2025 Q3	$724K	Sell	7,034 -2,957	-30%	-$299K	0.02%	280
2025 Q2	$1.02M	Sell	9,991 -3,952	-28%	-$397K	0.03%	242
2025 Q1	$1.45M	Sell	13,943 -3,314	-19%	-$336K	0.04%	224
2024 Q4	$1.72M	Buy	17,257 +2,472	+17%	+$256K	0.05%	209
2024 Q3	$1.62M	Buy	14,785 +1,433	+11%	+$154K	0.05%	213
2024 Q2	$1.37M	Sell	13,352 -3,660	-22%	-$373K	0.04%	215
2024 Q1	$1.79M	Buy	17,012 +6,163	+57%	+$646K	0.06%	199
2023 Q4	$1.17M	Sell	10,849 -2,946	-21%	-$295K	0.04%	222
2023 Q3	$1.36M	Buy	13,795 +1,525	+12%	+$160K	0.05%	210
2023 Q2	$1.36M	Buy	+12,270	New	+$1.38M	0.05%	206
2023 Q1	–	Sell	-84	Closed	-$9K	–	1896
2022 Q4	$9K	Buy	+84	New	+$9.11K	﹤0.01%	828
2022 Q3	–	Sell	-14	Closed	-$2K	–	1813
2022 Q2	$2K	Buy	+14	New	+$1.72K	﹤0.01%	1205
2021 Q4	–	Sell	-54	Closed	-$8K	–	1486
2021 Q3	$8K	Buy	+54	New	+$8.14K	﹤0.01%	761
2021 Q1	–	Sell	-210	Closed	-$33K	–	1183
2020 Q4	$33K	Buy	210 +172	+453%	+$27.8K	﹤0.01%	480
2020 Q3	$6K	Buy	+38	New	+$6.39K	﹤0.01%	636

Other funds holding TLH

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HCP

Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MassMutual Private Wealth & Trust's TLH Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 36% in Q2 2026, selling an estimated $4.9K and leaving 88 shares worth $8.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

MassMutual Private Wealth & Trust first reported a position in TLH in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.79M in Q1 2024. 291 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

MassMutual Private Wealth & Trust held 88 shares of iShares 10-20 Year Treasury Bond ETF worth $8.83K as of Q2 2026.
MassMutual Private Wealth & Trust sold 49 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.9K.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1459 holding.
MassMutual Private Wealth & Trust first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2020 and has held it in 18 quarters since.
MassMutual Private Wealth & Trust's iShares 10-20 Year Treasury Bond ETF position peaked at $1.79M in Q1 2024.
291 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.