Congress Wealth Management’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 | $645K | Buy |
6,352
+3,352
| +112% | +$341K | 0.01% | 839 |
|
|
2025
Q1 | $311K | Sell |
3,000
-44
| -1% | -$4.57K | ﹤0.01% | 930 |
|
|
2024
Q4 | $303K | Buy |
3,044
+344
| +13% | +$34.2K | ﹤0.01% | 763 |
|
|
2024
Q3 | $295K | Sell |
2,700
-199
| -7% | -$21.8K | ﹤0.01% | 734 |
|
|
2024
Q2 | $298K | Buy |
+2,899
| New | +$298K | ﹤0.01% | 619 |
|
|
2023
Q4 | – | Sell |
-1,083,154
| Closed | -$107M | – | 667 |
|
|
2023
Q3 | $107M | Buy |
1,083,154
+12,162
| +1% | +$1.2M | 2.2% | 4 |
|
|
2023
Q2 | $119M | Buy |
1,070,992
+6,394
| +0.6% | +$708K | 2.75% | 3 |
|
|
2023
Q1 | $122M | Buy |
1,064,598
+159,770
| +18% | +$18.3M | 2.94% | 3 |
|
|
2022
Q4 | $97.9M | Buy |
+904,828
| New | +$97.9M | 2.52% | 3 |
|