Beacon Pointe 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 | $1.27M | Sell |
12,475
-1,240
| -9% | -$126K | 0.01% | 592 |
|
2025
Q1 | $1.42M | Sell |
13,715
-10,369
| -43% | -$1.08M | 0.02% | 542 |
|
2024
Q4 | $2.4M | Sell |
24,084
-11,308
| -32% | -$1.13M | 0.03% | 423 |
|
2024
Q3 | $3.87M | Sell |
35,392
-56,777
| -62% | -$6.21M | 0.04% | 341 |
|
2024
Q2 | $9.47M | Buy |
92,169
+1,903
| +2% | +$195K | 0.11% | 165 |
|
2024
Q1 | $9.48M | Buy |
90,266
+3,096
| +4% | +$325K | 0.11% | 183 |
|
2023
Q4 | $9.44M | Buy |
87,170
+67,933
| +353% | +$7.35M | 0.11% | 174 |
|
2023
Q3 | $1.89M | Buy |
+19,237
| New | +$1.89M | 0.02% | 468 |
|
2023
Q2 | – | Sell |
-8,793
| Closed | -$1.01M | – | 1179 |
|
2023
Q1 | $1.01M | Buy |
+8,793
| New | +$1.01M | 0.02% | 546 |
|