SVB Wealth’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

SVB Wealth’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	$310K	Sell	3,088 -969	-24%	-$96.8K	0.02%	325
2026 Q1	$409K	Sell	4,057 -6,557	-62%	-$670K	0.03%	282
2025 Q4	$1.08M	Sell	10,614 -6,734	-39%	-$695K	0.06%	200
2025 Q3	$1.79M	Sell	17,348 -16,393	-49%	-$1.66M	0.1%	163
2025 Q2	$3.43M	Buy	+33,741	New	+$3.39M	0.18%	111
2025 Q1	–	Sell	-83,981	Closed	-$8.36M	–	1772
2024 Q4	$8.36M	Buy	83,981 +72,993	+664%	+$7.55M	0.16%	94
2024 Q3	$1.2M	Sell	10,988 -51,572	-82%	-$5.53M	1.02%	12
2024 Q2	$6.42M	Buy	62,560 +9,134	+17%	+$930K	0.16%	129
2024 Q1	$5.61M	Buy	53,426 +21,496	+67%	+$2.25M	0.13%	157
2023 Q4	$3.46M	Buy	31,930 +25,186	+373%	+$2.52M	0.08%	189
2023 Q3	$664K	Sell	6,744 -1,507	-18%	-$158K	0.01%	390
2023 Q2	$914K	Buy	8,251 +10	+0.1%	+$1.12K	0.02%	358
2023 Q1	$944K	Buy	8,241 +2,113	+34%	+$238K	0.01%	387
2022 Q4	$663K	Sell	6,128 -2	-0%	-$217	0.01%	492
2022 Q3	$668K	Buy	+6,130	New	+$725K	0.01%	458

Other funds holding TLH

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SVB Wealth's TLH Position: Q2 2026 in Review

SVB Wealth reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 24% in Q2 2026, selling an estimated $96.8K and leaving 3,088 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #325.

SVB Wealth first reported a position in TLH in Q3 2022 and has held it in 15 quarters since. The position peaked at $8.36M in Q4 2024. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

SVB Wealth held 3,088 shares of iShares 10-20 Year Treasury Bond ETF worth $310K as of Q2 2026.
SVB Wealth sold 969 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $96.8K.
iShares 10-20 Year Treasury Bond ETF made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #325 holding.
SVB Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
SVB Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $8.36M in Q4 2024.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.