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

Rockefeller Capital Management’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 Q1	$17.8M	Buy	176,965 +13,058	+8%	+$1.33M	0.03%	473
2025 Q4	$16.7M	Buy	163,907 +40,587	+33%	+$4.19M	0.03%	487
2025 Q3	$12.7M	Buy	123,320 +3,902	+3%	+$395K	0.02%	561
2025 Q2	$12.1M	Sell	119,418 -3,857	-3%	-$387K	0.03%	557
2025 Q1	$12.8M	Sell	123,275 -57,921	-32%	-$5.87M	0.03%	497
2024 Q4	$18M	Buy	181,196 +393	+0.2%	+$40.7K	0.05%	375
2024 Q3	$19.8M	Buy	180,803 +6,902	+4%	+$740K	0.05%	342
2024 Q2	$17.9M	Sell	173,901 -41,566	-19%	-$4.23M	0.05%	352
2024 Q1	$22.6M	Buy	215,467 +115,040	+115%	+$12M	0.07%	296
2023 Q4	$10.9M	Buy	100,427 +22,394	+29%	+$2.24M	0.04%	429
2023 Q3	$7.68M	Buy	78,033 +16,953	+28%	+$1.78M	0.03%	485
2023 Q2	$6.77M	Buy	61,080 +19,289	+46%	+$2.16M	0.03%	528
2023 Q1	$4.79M	Buy	41,791 +9,343	+29%	+$1.05M	0.02%	576
2022 Q4	$3.51M	Buy	32,448 +27,015	+497%	+$2.93M	0.02%	600
2022 Q3	$591K	Buy	5,433 +1,438	+36%	+$170K	﹤0.01%	1207
2022 Q2	$479K	Buy	3,995 +2,361	+144%	+$290K	﹤0.01%	1276
2022 Q1	$219K	Sell	1,634 -293	-15%	-$41K	﹤0.01%	1643
2021 Q4	$285K	Buy	1,927 +104	+6%	+$15.4K	﹤0.01%	1520
2021 Q3	$268K	Buy	1,823 +927	+103%	+$140K	﹤0.01%	1491
2021 Q2	$131K	Buy	896 +183	+26%	+$26.2K	﹤0.01%	1680
2021 Q1	$100K	Buy	713 +295	+71%	+$43.8K	﹤0.01%	1597
2020 Q4	$66K	Buy	+418	New	+$67.6K	﹤0.01%	1594

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Rockefeller Capital Management's TLH Position: Q1 2026 in Review

Rockefeller Capital Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 8% in Q1 2026, buying an estimated $1.33M and bringing the position to 176,965 shares worth $17.8M. The position accounts for 0.03% of the portfolio, ranked #473.

Rockefeller Capital Management first reported a position in TLH in Q4 2020 and has held it in 22 quarters since. The position peaked at $22.6M in Q1 2024. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Rockefeller Capital Management held 176,965 shares of iShares 10-20 Year Treasury Bond ETF worth $17.8M as of Q1 2026.
Rockefeller Capital Management bought 13,058 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.33M.
iShares 10-20 Year Treasury Bond ETF made up 0.03% of Rockefeller Capital Management's portfolio in Q1 2026, its #473 holding.
Rockefeller Capital Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2020 and has held it in 22 quarters since.
Rockefeller Capital Management's iShares 10-20 Year Treasury Bond ETF position peaked at $22.6M in Q1 2024.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.