TF
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Tompkins Financial’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Tompkins Financial’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 		– Sell
-109
Closed -$11.1K – 667
2025
Q4 		$11.1K Buy
+109
New +$11.2K ﹤0.01% 433
2023
Q2 		– Sell
-44
Closed -$5.04K – 635
2023
Q1 		$5.04K Buy
+44
New +$4.95K ﹤0.01% 533

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

Tompkins Financial's TLH Position: Q1 2026 in Review

Tompkins Financial sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 109 shares — an estimated $11.1K sold.

Tompkins Financial first reported a position in TLH in Q1 2023 and held it in 2 quarters. The position peaked at $11.1K in Q4 2025. 635 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Tompkins Financial reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Tompkins Financial sold 109 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $11.1K.
  • Tompkins Financial first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and held it in 2 quarters.
  • Tompkins Financial's iShares 10-20 Year Treasury Bond ETF position peaked at $11.1K in Q4 2025.
  • 635 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Tompkins Financial's 13F filing for Q1 2026, filed 9 Apr 2026.