Aprio Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,592
| Closed | -$269K | – | 433 |
|
|
2025
Q1 | $269K | Buy |
+2,592
| New | +$269K | 0.03% | 291 |
|
|
2024
Q2 | – | Sell |
-3,425
| Closed | -$360K | – | 271 |
|
|
2024
Q1 | $360K | Hold |
3,425
| – | – | 0.07% | 127 |
|
|
2023
Q4 | $371K | Hold |
3,425
| – | – | 0.08% | 112 |
|
|
2023
Q3 | $337K | Hold |
3,425
| – | – | 0.09% | 104 |
|
|
2023
Q2 | $379K | Buy |
+3,425
| New | +$379K | 0.1% | 90 |
|