AFA
AllGen Financial Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-49,660
| Closed | -$5.15M | – | 51 |
|
|
2025
Q1 | $5.15M | Sell |
49,660
-573
| -1% | -$59.4K | 1.53% | 16 |
|
|
2024
Q4 | $5M | Sell |
50,233
-98,509
| -66% | -$9.81M | 1.68% | 16 |
|
|
2024
Q3 | $16.3M | Buy |
148,742
+14,977
| +11% | +$1.64M | 5.28% | 7 |
|
|
2024
Q2 | $13.7M | Buy |
+133,765
| New | +$13.7M | 5.21% | 8 |
|