Asset Planning Inc’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
$77.8K Sell
766
-5
-0.6% -$508 0.06% 122
2025
Q1
$80K Buy
771
+17
+2% +$1.76K 0.06% 118
2024
Q4
$75K Buy
+754
New +$75K 0.06% 120