Avid Wealth Partners’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 | $3.2M | Buy |
31,487
+4,731
| +18% | +$481K | 1.83% | 18 |
|
|
2025
Q1 | $2.78M | Buy |
26,756
+5,355
| +25% | +$556K | 1.88% | 18 |
|
|
2024
Q4 | $2.13M | Buy |
21,401
+1,162
| +6% | +$116K | 1.51% | 17 |
|
|
2024
Q3 | $2.21M | Sell |
20,239
-16,651
| -45% | -$1.82M | 1.57% | 18 |
|
|
2024
Q2 | $3.79M | Sell |
36,890
-3,121
| -8% | -$321K | 2.94% | 13 |
|
|
2024
Q1 | $4.2M | Buy |
+40,011
| New | +$4.2M | 3.38% | 12 |
|