Creative Planning’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 | $562K | Sell |
5,535
-73
| -1% | -$7.42K | ﹤0.01% | 2353 |
|
|
2025
Q1 | $582K | Buy |
5,608
+5,011
| +839% | +$520K | ﹤0.01% | 2144 |
|
|
2024
Q4 | $59.4K | Buy |
+597
| New | +$59.4K | ﹤0.01% | 3214 |
|
|
2024
Q2 | – | Sell |
-7,107
| Closed | -$746K | – | 3080 |
|
|
2024
Q1 | $746K | Sell |
7,107
-54
| -0.8% | -$5.67K | ﹤0.01% | 1545 |
|
|
2023
Q4 | $775K | Sell |
7,161
-1,278
| -15% | -$138K | ﹤0.01% | 1388 |
|
|
2023
Q3 | $831K | Buy |
8,439
+1,819
| +27% | +$179K | ﹤0.01% | 1261 |
|
|
2023
Q2 | $733K | Buy |
6,620
+152
| +2% | +$16.8K | ﹤0.01% | 1295 |
|
|
2023
Q1 | $741K | Sell |
6,468
-77
| -1% | -$8.82K | ﹤0.01% | 1230 |
|
|
2022
Q4 | $708K | Buy |
+6,545
| New | +$708K | ﹤0.01% | 1218 |
|
|
2020
Q4 | – | Sell |
-87,009
| Closed | -$14.5M | – | 2182 |
|
|
2020
Q3 | $14.5M | Buy |
+87,009
| New | +$14.5M | 0.04% | 169 |
|
|
2017
Q3 | – | Sell |
-607
| Closed | -$83K | – | 3449 |
|
|
2017
Q2 | $83K | Buy |
607
+10
| +2% | +$1.37K | ﹤0.01% | 2117 |
|
|
2017
Q1 | $80K | Sell |
597
-112
| -16% | -$15K | ﹤0.01% | 2097 |
|
|
2016
Q4 | $94K | Sell |
709
-1,082
| -60% | -$143K | ﹤0.01% | 1902 |
|
|
2016
Q3 | $259K | Buy |
1,791
+161
| +10% | +$23.3K | ﹤0.01% | 1258 |
|
|
2016
Q2 | $239K | Buy |
1,630
+33
| +2% | +$4.84K | ﹤0.01% | 1163 |
|
|
2016
Q1 | $226K | Buy |
1,597
+225
| +16% | +$31.8K | ﹤0.01% | 1146 |
|
|
2015
Q4 | $184K | Sell |
1,372
-328
| -19% | -$44K | ﹤0.01% | 1242 |
|
|
2015
Q3 | $233K | Buy |
+1,700
| New | +$233K | ﹤0.01% | 1104 |
|
|
2015
Q2 | – | Sell |
-1,713
| Closed | -$237K | – | 2714 |
|
|
2015
Q1 | $237K | Buy |
1,713
+18
| +1% | +$2.49K | ﹤0.01% | 1095 |
|
|
2014
Q4 | $229K | Hold |
1,695
| – | – | ﹤0.01% | 1054 |
|
|
2014
Q3 | $221K | Hold |
1,695
| – | – | ﹤0.01% | 1000 |
|
|
2014
Q2 | $219K | Buy |
1,695
+677
| +67% | +$87.5K | ﹤0.01% | 977 |
|
|
2014
Q1 | $128K | Sell |
1,018
-123
| -11% | -$15.5K | ﹤0.01% | 1242 |
|
|
2013
Q4 | $138K | Sell |
1,141
-123
| -10% | -$14.9K | ﹤0.01% | 1027 |
|
|
2013
Q3 | $158K | Buy |
1,264
+104
| +9% | +$13K | ﹤0.01% | 866 |
|
|
2013
Q2 | $147K | Buy |
+1,160
| New | +$147K | ﹤0.01% | 784 |
|