Trustmark National Bank Trust Department’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Trustmark National Bank Trust Department’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	$2.51M	Sell	24,948 -73	-0.3%	-$7.45K	0.16%	96
2025 Q4	$2.54M	Sell	25,021 -1,546	-6%	-$160K	0.16%	99
2025 Q3	$2.74M	Sell	26,567 -6,909	-21%	-$699K	0.18%	95
2025 Q2	$3.4M	Sell	33,476 -822	-2%	-$82.5K	0.24%	87
2025 Q1	$3.56M	Sell	34,298 -25	-0.1%	-$2.53K	0.26%	77
2024 Q4	$3.42M	Sell	34,323 -12,042	-26%	-$1.25M	0.25%	82
2024 Q3	$5.07M	Sell	46,365 -690	-1%	-$74K	0.38%	62
2024 Q2	$4.83M	Sell	47,055 -5,045	-10%	-$514K	0.39%	65
2024 Q1	$5.47M	Buy	52,100 +366	+0.7%	+$38.3K	0.45%	57
2023 Q4	$5.6M	Buy	+51,734	New	+$5.18M	0.51%	51
2020 Q2	–	Sell	-13,331	Closed	-$2.23M	–	248
2020 Q1	$2.23M	Sell	13,331 -24,390	-65%	-$3.77M	0.27%	79
2019 Q4	$5.42M	Sell	37,721 -183	-0.5%	-$26.8K	0.51%	45
2019 Q3	$5.67M	Sell	37,904 -3,041	-7%	-$447K	0.56%	38
2019 Q2	$5.86M	Buy	40,945 +40,320	+6,451%	+$5.58M	0.58%	43
2019 Q1	$86K	Buy	625 +496	+384%	+$66.3K	0.01%	279
2018 Q4	$17K	Hold	129	–	–	﹤0.01%	418
2018 Q3	$17K	Buy	+129	New	+$16.8K	﹤0.01%	446
2016 Q4	–	Sell	-35,129	Closed	-$5.09M	–	263
2016 Q3	$5.09M	Buy	35,129 +30,202	+613%	+$4.4M	0.63%	42
2016 Q2	$722K	Buy	4,927 +800	+19%	+$114K	0.09%	156
2016 Q1	$584K	Buy	+4,127	New	+$575K	0.08%	169
2015 Q4	–	Sell	-1,660	Closed	-$228K	–	342
2015 Q3	$228K	Buy	1,660 +40	+2%	+$5.41K	0.03%	299
2015 Q2	$215K	Buy	+1,620	New	+$219K	0.03%	324

Other funds holding TLH

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

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 $58.2B AUM 22.78% 1-Year Est. Return

Trustmark National Bank Trust Department's TLH Position: Q1 2026 in Review

Trustmark National Bank Trust Department reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 0.29% in Q1 2026, selling an estimated $7.45K and leaving 24,948 shares worth $2.51M. The position accounts for 0.16% of the portfolio, ranked #96.

Trustmark National Bank Trust Department first reported a position in TLH in Q2 2015 and has held it in 22 quarters since. The position peaked at $5.86M in Q2 2019. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Trustmark National Bank Trust Department held 24,948 shares of iShares 10-20 Year Treasury Bond ETF worth $2.51M as of Q1 2026.
Trustmark National Bank Trust Department sold 73 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $7.45K.
iShares 10-20 Year Treasury Bond ETF made up 0.16% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #96 holding.
Trustmark National Bank Trust Department first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2015 and has held it in 22 quarters since.
Trustmark National Bank Trust Department's iShares 10-20 Year Treasury Bond ETF position peaked at $5.86M in Q2 2019.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.