Arete Wealth Advisors’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 | $873K | Buy |
8,590
+3,634
| +73% | +$369K | 0.06% | 281 |
|
|
2025
Q1 | $514K | Buy |
+4,956
| New | +$514K | 0.04% | 381 |
|
|
2023
Q3 | – | Sell |
-2,536
| Closed | -$281K | – | 696 |
|
|
2023
Q2 | $281K | Sell |
2,536
-126
| -5% | -$14K | 0.02% | 511 |
|
|
2023
Q1 | $305K | Sell |
2,662
-291
| -10% | -$33.3K | 0.02% | 470 |
|
|
2022
Q4 | $319M | Buy |
+2,953
| New | +$319M | 0.03% | 440 |
|
|
2021
Q1 | – | Sell |
-2,456
| Closed | -$391K | – | 448 |
|
|
2020
Q4 | $391K | Sell |
2,456
-172
| -7% | -$27.4K | 0.06% | 268 |
|
|
2020
Q3 | $436K | Sell |
2,628
-234
| -8% | -$38.8K | 0.07% | 226 |
|
|
2020
Q2 | $479K | Buy |
2,862
+493
| +21% | +$82.5K | 0.08% | 225 |
|
|
2020
Q1 | $397K | Buy |
+2,369
| New | +$397K | 0.08% | 213 |
|