Avaii 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
Q1 | – | Sell |
-47,414
| Closed | -$4.72M | – | 137 |
|
|
2024
Q4 | $4.72M | Sell |
47,414
-2,704
| -5% | -$269K | 2.32% | 15 |
|
|
2024
Q3 | $5.48M | Buy |
50,118
+723
| +1% | +$79K | 2.77% | 11 |
|
|
2024
Q2 | $5.07M | Buy |
49,395
+2,911
| +6% | +$299K | 2.81% | 11 |
|
|
2024
Q1 | $4.88M | Buy |
46,484
+4,180
| +10% | +$439K | 2.87% | 8 |
|
|
2023
Q4 | $4.58M | Buy |
42,304
+13,690
| +48% | +$1.48M | 2.99% | 8 |
|
|
2023
Q3 | $2.82M | Buy |
28,614
+2,606
| +10% | +$257K | 2.13% | 10 |
|
|
2023
Q2 | $2.88M | Buy |
26,008
+2,001
| +8% | +$222K | 2.21% | 9 |
|
|
2023
Q1 | $2.75M | Buy |
+24,007
| New | +$2.75M | 2.4% | 9 |
|