Carson Wealth (CWM LLC)’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
Q3 | $179M | Buy |
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|
2025
Q2 | $171M | Buy |
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|
2025
Q1 | $143M | Buy |
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|
2024
Q4 | $20.9M | Sell |
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|
2024
Q3 | $25.6M | Buy |
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|
2024
Q2 | $21.5M | Sell |
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|
2024
Q1 | $31.9M | Sell |
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|
2023
Q4 | $36M | Buy |
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|
2023
Q3 | $11.9M | Sell |
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|
2023
Q2 | $89.1M | Sell |
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|
2023
Q1 | $103M | Sell |
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|
2022
Q4 | $128M | Buy |
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|
2022
Q3 | $67.1M | Buy |
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|
2022
Q2 | $56.5M | Buy |
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|
2022
Q1 | $58.3M | Buy |
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|
2021
Q4 | $2K | Buy |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $2K | Hold |
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|
2019
Q2 | $2K | Hold |
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|
2019
Q1 | $2K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $2K | Buy |
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