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Oakworth Capital’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Oakworth Capital’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 		$63.3K Hold
636
– – ﹤0.01% 425
2026
Q1 		$64.1K Hold
636
– – ﹤0.01% 416
2025
Q4 		$64.7K Sell
636
-24
-4% -$2.48K ﹤0.01% 401
2025
Q3 		$68K Buy
+660
New +$66.8K ﹤0.01% 401

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MG
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

Oakworth Capital's TLH Position: Q2 2026 in Review

Oakworth Capital held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q2 2026 at 636 shares worth $63.3K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Oakworth Capital first reported a position in TLH in Q3 2025 and has held it in 4 quarters since. The position peaked at $68K in Q3 2025. 327 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Oakworth Capital held 636 shares of iShares 10-20 Year Treasury Bond ETF worth $63.3K as of Q2 2026.
  • Oakworth Capital left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #425 holding.
  • Oakworth Capital first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Oakworth Capital's iShares 10-20 Year Treasury Bond ETF position peaked at $68K in Q3 2025.
  • 327 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.