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