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TLH icon

NewEdge Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

NewEdge Advisors’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 		$93.4M Buy
931,209
+6,998
+0.8% +$699K 0.28% 67
2026
Q1 		$93.1M Sell
924,211
-52,991
-5% -$5.41M 0.34% 52
2025
Q4 		$99.4M Buy
977,202
+13,940
+1% +$1.44M 0.36% 52
2025
Q3 		$99.2M Buy
963,262
+402,154
+72% +$40.7M 0.45% 37
2025
Q2 		$57M Buy
561,108
+236,428
+73% +$23.7M 0.29% 68
2025
Q1 		$33.7M Buy
324,680
+204,748
+171% +$20.8M 0.2% 105
2024
Q4 		$11.9M Buy
119,932
+9,515
+9% +$985K 0.07% 273
2024
Q3 		$12.1M Buy
110,417
+55,352
+101% +$5.93M 0.08% 257
2024
Q2 		$5.66M Buy
55,065
+28,246
+105% +$2.88M 0.04% 411
2024
Q1 		$2.82M Sell
26,819
-9,182
-26% -$962K 0.02% 572
2023
Q4 		$3.8M Buy
36,001
+32,826
+1,034% +$3.29M 0.04% 432
2023
Q3 		$313K Sell
3,175
-69,240
-96% -$7.27M ﹤0.01% 1410
2023
Q2 		$8.02M Buy
72,415
+4,677
+7% +$524K 0.09% 227
2023
Q1 		$7.76M Buy
67,738
+12,432
+22% +$1.4M 0.1% 217
2022
Q4 		$1.17M Buy
55,306
+14,854
+37% +$1.61M 0.03% 469
2022
Q3 		$4.41M Buy
40,452
+684
+2% +$80.9K 0.07% 260
2022
Q2 		$4.78M Sell
39,768
-2,499
-6% -$307K 0.08% 242
2022
Q1 		$5.69M Buy
42,267
+35,777
+551% +$5.01M 0.09% 220
2021
Q4 		$963K Sell
6,490
-452
-7% -$66.9K 0.01% 752
2021
Q3 		$1.02M Buy
+6,942
New +$1.05M 0.03% 519
2016
Q4 		– Sell
-70,898
Closed -$10.3M – 288
2016
Q3 		$10.3M Sell
70,898
-12,392
-15% -$1.8M 3.24% 3
2016
Q2 		$12.2M Buy
83,290
+76,261
+1,085% +$10.8M 5.05% 2
2016
Q1 		$992K Buy
7,029
+2,857
+68% +$398K 0.83% 37
2015
Q4 		$558K Buy
4,172
+1,592
+62% +$216K 0.46% 48
2015
Q3 		$354K Buy
2,580
+585
+29% +$79.1K 0.38% 46
2015
Q2 		$265K Buy
+1,995
New +$270K 0.22% 63

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

NewEdge Advisors's TLH Position: Q2 2026 in Review

NewEdge Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 0.76% in Q2 2026, buying an estimated $699K and bringing the position to 931,209 shares worth $93.4M. The position accounts for 0.28% of the portfolio, ranked #67.

NewEdge Advisors first reported a position in TLH in Q2 2015 and has held it in 26 quarters since. The position peaked at $99.4M in Q4 2025. 612 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • NewEdge Advisors held 931,209 shares of iShares 10-20 Year Treasury Bond ETF worth $93.4M as of Q2 2026.
  • NewEdge Advisors bought 6,998 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $699K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.28% of NewEdge Advisors's portfolio in Q2 2026, its #67 holding.
  • NewEdge Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2015 and has held it in 26 quarters since.
  • NewEdge Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $99.4M in Q4 2025.
  • 612 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.