B. Riley 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 | $2.04M | Buy |
+20,040
| New | +$2.04M | 0.1% | 198 |
|
|
2024
Q4 | $587K | Sell |
5,901
-35,608
| -86% | -$3.54M | 0.02% | 637 |
|
|
2024
Q3 | $4.52M | Buy |
41,509
+28,582
| +221% | +$3.11M | 0.13% | 176 |
|
|
2024
Q2 | $1.33M | Buy |
12,927
+904
| +8% | +$92.8K | 0.03% | 450 |
|
|
2024
Q1 | $1.18M | Sell |
12,023
-3,854
| -24% | -$380K | 0.03% | 475 |
|
|
2023
Q4 | $1.72M | Buy |
15,877
+3,854
| +32% | +$417K | 0.05% | 394 |
|
|
2023
Q3 | $1.18M | Sell |
12,023
-25,746
| -68% | -$2.54M | 0.03% | 475 |
|
|
2023
Q2 | $4.18M | Sell |
37,769
-6,461
| -15% | -$716K | 0.09% | 218 |
|
|
2023
Q1 | $5.07M | Buy |
44,230
+7,031
| +19% | +$805K | 0.14% | 170 |
|
|
2022
Q4 | $4.02M | Buy |
37,199
+8,745
| +31% | +$946K | 0.11% | 199 |
|
|
2022
Q3 | $3.1M | Buy |
28,454
+6,042
| +27% | +$658K | 0.09% | 222 |
|
|
2022
Q2 | $2.69M | Buy |
22,412
+2,324
| +12% | +$279K | 0.11% | 186 |
|
|
2022
Q1 | $2.7M | Buy |
20,088
+16,834
| +517% | +$2.27M | 0.09% | 236 |
|
|
2021
Q4 | $483K | Buy |
3,254
+650
| +25% | +$96.5K | 0.01% | 826 |
|
|
2021
Q3 | $383K | Buy |
+2,604
| New | +$383K | 0.01% | 914 |
|
|
2015
Q1 | – | Sell |
-20
| Closed | -$3 | – | 1851 |
|
|
2014
Q4 | $3 | Buy |
+20
| New | +$3 | ﹤0.01% | 3318 |
|
|
2014
Q3 | – | Sell |
-25
| Closed | -$3.23K | – | 1773 |
|
|
2014
Q2 | $3.23K | Buy |
+25
| New | +$3.23K | ﹤0.01% | 2153 |
|
|
2013
Q3 | – | Sell |
-1,434
| Closed | -$182K | – | 743 |
|
|
2013
Q2 | $182K | Buy |
+1,434
| New | +$182K | 0.06% | 366 |
|