Avidian Wealth Enterprises’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 | $644K | Buy |
6,341
+1,657
| +35% | +$168K | 0.03% | 278 |
|
|
2025
Q1 | $486K | Buy |
4,684
+1,809
| +63% | +$188K | 0.02% | 315 |
|
|
2024
Q4 | $286K | Sell |
2,875
-23
| -0.8% | -$2.29K | 0.01% | 407 |
|
|
2024
Q3 | $317K | Buy |
2,898
+25
| +0.9% | +$2.73K | 0.01% | 386 |
|
|
2024
Q2 | $295K | Buy |
+2,873
| New | +$295K | 0.01% | 385 |
|
|
2023
Q3 | – | Sell |
-7,012
| Closed | -$777K | – | 424 |
|
|
2023
Q2 | $777K | Sell |
7,012
-86
| -1% | -$9.53K | 0.05% | 214 |
|
|
2023
Q1 | $813K | Sell |
7,098
-2,061
| -23% | -$236K | 0.04% | 229 |
|
|
2022
Q4 | $991K | Buy |
9,159
+2,298
| +33% | +$249K | 0.06% | 180 |
|
|
2022
Q3 | $748K | Buy |
6,861
+139
| +2% | +$15.2K | 0.05% | 181 |
|
|
2022
Q2 | $808K | Buy |
6,722
+1,131
| +20% | +$136K | 0.06% | 190 |
|
|
2022
Q1 | $753K | Buy |
5,591
+3,292
| +143% | +$443K | 0.05% | 228 |
|
|
2021
Q4 | $341K | Buy |
+2,299
| New | +$341K | 0.02% | 369 |
|