MassMutual Private Wealth & Trust
TLH icon

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
Q3 		$8.11K Hold
88
– – ﹤0.01% 1414
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 +$9.1K ﹤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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Peavine Capital
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MassMutual Private Wealth & Trust's TLH Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q3 2026 at 88 shares worth $8.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

MassMutual Private Wealth & Trust first reported a position in TLH in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.79M in Q1 2024. 315 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

  • MassMutual Private Wealth & Trust held 88 shares of iShares 10-20 Year Treasury Bond ETF worth $8.11K as of Q3 2026.
  • MassMutual Private Wealth & Trust left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1414 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 19 quarters since.
  • MassMutual Private Wealth & Trust's iShares 10-20 Year Treasury Bond ETF position peaked at $1.79M in Q1 2024.
  • 315 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.