AllGen Financial Advisors’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
2025
Q2
Sell
2025
Q1
$5.15M Sell
2024
Q4
$5M Sell
2024
Q3
$16.3M Buy
2024
Q2
$13.7M Buy