Client 1st Advisory Group’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
$328K Sell
2025
Q2
$355K Sell
2025
Q1
$401K Sell
2024
Q4
$390K Sell
2024
Q3
$528K Sell
2024
Q2
$604K Sell
2024
Q1
$885K Sell
2023
Q4
$1.09M Sell
2023
Q3
$1.42M Sell
2023
Q2
$2.27M Sell
2023
Q1
$2.65M Buy
2022
Q4
$1.62M Buy
2022
Q3
$1.27M Buy
2022
Q2
$1.38M Sell
2022
Q1
$1.55M Buy
2021
Q4
$1.57M Buy
2021
Q3
$857K Buy