CFS Investment Advisory Services’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
Q1 | – | Sell |
-11,662
| Closed | -$1.16M | – | 319 |
|
2024
Q4 | $1.16M | Sell |
11,662
-6,994
| -37% | -$696K | 0.1% | 145 |
|
2024
Q3 | $2.04M | Sell |
18,656
-184
| -1% | -$20.1K | 0.17% | 102 |
|
2024
Q2 | $1.93M | Buy |
+18,840
| New | +$1.93M | 0.16% | 92 |
|
2023
Q3 | – | Sell |
-51,950
| Closed | -$5.76M | – | 245 |
|
2023
Q2 | $5.76M | Buy |
+51,950
| New | +$5.76M | 0.74% | 28 |
|
2022
Q3 | – | Sell |
-35,552
| Closed | -$4.27M | – | 355 |
|
2022
Q2 | $4.27M | Sell |
35,552
-3,559,881
| -99% | -$428M | 0.65% | 27 |
|
2022
Q1 | $27K | Buy |
3,595,433
+3,568,599
| +13,299% | +$26.8K | 0.12% | 92 |
|
2021
Q4 | $3.85M | Buy |
26,834
+9,374
| +54% | +$1.35M | 0.52% | 38 |
|
2021
Q3 | $2.57M | Buy |
+17,460
| New | +$2.57M | 0.35% | 60 |
|