Ballew Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-3,313
| Closed | -$346K | – | 129 |
|
|
2025
Q3 | $346K | Sell |
3,313
-7,747
| -70% | -$784K | 0.19% | 88 |
|
|
2025
Q2 | $1.11M | Sell |
11,060
-620
| -5% | -$62.2K | 0.66% | 37 |
|
|
2025
Q1 | $1.16M | Buy |
11,680
+95
| +0.8% | +$9.63K | 0.78% | 29 |
|
|
2024
Q4 | $1.13M | Sell |
11,585
-528
| -4% | -$54.6K | 0.72% | 31 |
|
|
2024
Q3 | $1.28M | Sell |
12,113
-387
| -3% | -$41.5K | 0.86% | 28 |
|
|
2024
Q2 | $1.3M | Sell |
12,500
-379
| -3% | -$38.6K | 0.86% | 28 |
|
|
2024
Q1 | $1.3M | Sell |
12,879
-155
| -1% | -$16.2K | 0.89% | 31 |
|
|
2023
Q4 | $1.37M | Sell |
13,034
-6,345
| -33% | -$635K | 1.03% | 22 |
|
|
2023
Q3 | $1.86M | Buy |
19,379
+49
| +0.3% | +$5.15K | 1.53% | 12 |
|
|
2023
Q2 | $2.08M | Sell |
19,330
-28
| -0.1% | -$3.14K | 1.5% | 13 |
|
|
2023
Q1 | $2.16M | Sell |
19,358
-549
| -3% | -$61.7K | 1.57% | 13 |
|
|
2022
Q4 | $2.29M | Sell |
19,907
-5,978
| -23% | -$648K | 1.76% | 14 |
|
|
2022
Q3 | $2.75M | Sell |
25,885
-253
| -1% | -$29.9K | 2.47% | 9 |
|
|
2022
Q2 | $3.16M | Buy |
26,138
+666
| +3% | +$81.7K | 2.88% | 9 |
|
|
2022
Q1 | $3.24M | Buy |
25,472
+12,679
| +99% | +$1.78M | 2.47% | 10 |
|
|
2021
Q4 | $1.83M | Sell |
12,793
-5,202
| -29% | -$770K | 1.28% | 20 |
|
|
2021
Q3 | $2.61M | Buy |
17,995
+458
| +3% | +$69K | 1.92% | 11 |
|
|
2021
Q2 | $2.6M | Sell |
17,537
-5,141
| -23% | -$737K | 1.8% | 13 |
|
|
2021
Q1 | $3.21M | Buy |
22,678
+10,248
| +82% | +$1.52M | 1.18% | 21 |
|
|
2020
Q4 | $1.91M | Buy |
12,430
+10,873
| +698% | +$1.76M | 1.47% | 16 |
|
|
2020
Q3 | $255K | Sell |
1,557
-10,327
| -87% | -$1.74M | 0.22% | 72 |
|
|
2020
Q2 | $2M | Buy |
11,884
+9,905
| +501% | +$1.65M | 1.96% | 10 |
|
|
2020
Q1 | $332K | Sell |
1,979
-1,241
| -39% | -$192K | 0.37% | 49 |
|
|
2019
Q4 | $467K | Sell |
3,220
-251
| -7% | -$36.8K | 0.4% | 53 |
|
|
2019
Q3 | $525K | Sell |
3,471
-70
| -2% | -$10.3K | 0.48% | 47 |
|
|
2019
Q2 | $502K | Sell |
3,541
-2,222
| -39% | -$307K | 0.46% | 50 |
|
|
2019
Q1 | $783K | Sell |
5,763
-4,070
| -41% | -$544K | 0.72% | 32 |
|
|
2018
Q4 | $1.32M | Buy |
9,833
+6,567
| +201% | +$843K | 1.24% | 23 |
|
|
2018
Q3 | $417K | Buy |
3,266
+2
| +0.1% | +$261 | 0.38% | 53 |
|
|
2018
Q2 | $429K | Sell |
3,264
-8
| -0.2% | -$1.04K | 0.48% | 46 |
|
|
2018
Q1 | $433K | Buy |
3,272
+93
| +3% | +$12.2K | 0.38% | 55 |
|
|
2017
Q4 | $432K | Buy |
+3,179
| New | +$433K | 0.43% | 50 |
|
Other funds holding TLH
FFM
Ballew Advisors's TLH Position: Q4 2025 in Review
Ballew Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025, closing a stake of 3,313 shares — an estimated $346K sold.
Ballew Advisors first reported a position in TLH in Q4 2017 and held it in 32 quarters. The position peaked at $3.24M in Q1 2022. 647 funds tracked by Wall St. Rank hold TLH as of Q4 2025.
- Ballew Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
- Ballew Advisors sold 3,313 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $346K.
- Ballew Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2017 and held it in 32 quarters.
- Ballew Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $3.24M in Q1 2022.
- 647 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.
Based on Ballew Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.