Robertson Stephens Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$223K Sell
2,219
-293
-12% -$29.3K 0.01% 597
2026
Q1
$253K Buy
2,512
+451
+22% +$46.1K 0.01% 544
2025
Q4
$210K Buy
+2,061
New +$213K 0.01% 597
2025
Q3
Sell
-20,581
Closed -$2.09M 575
2025
Q2
$2.09M Buy
20,581
+4,317
+27% +$433K 0.07% 184
2025
Q1
$1.69M Buy
16,264
+8,443
+108% +$856K 0.06% 212
2024
Q4
$778K Buy
7,821
+18
+0.2% +$1.86K 0.03% 285
2024
Q3
$853K Sell
7,803
-209
-3% -$22.4K 0.03% 306
2024
Q2
$823K Buy
8,012
+4,820
+151% +$491K 0.04% 254
2024
Q1
$335K Buy
3,192
+125
+4% +$13.1K 0.02% 409
2023
Q4
$332K Sell
3,067
-1,022
-25% -$102K 0.02% 367
2023
Q3
$403K Sell
4,089
-4,018
-50% -$422K 0.03% 338
2023
Q2
$898K Sell
8,107
-785
-9% -$88K 0.06% 205
2023
Q1
$1.02M Buy
8,892
+138
+2% +$15.5K 0.08% 195
2022
Q4
$947K Buy
8,754
+6,484
+286% +$703K 0.09% 182
2022
Q3
$247K Sell
2,270
-3,055
-57% -$361K 0.03% 312
2022
Q2
$639K Buy
+5,325
New +$653K 0.06% 213
2022
Q1
Sell
-1,552
Closed -$230K 408
2021
Q4
$230K Buy
+1,552
New +$230K 0.02% 364

Other funds holding TLH

Robertson Stephens Wealth Management's TLH Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 12% in Q2 2026, selling an estimated $29.3K and leaving 2,219 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #597.

Robertson Stephens Wealth Management first reported a position in TLH in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.09M in Q2 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Robertson Stephens Wealth Management held 2,219 shares of iShares 10-20 Year Treasury Bond ETF worth $223K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 293 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $29.3K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #597 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Robertson Stephens Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $2.09M in Q2 2025.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.