Cresta Advisors’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
2026 Q1	$5.2M	Buy	51,604 +1,064	+2%	+$109K	2.13%	13
2025 Q4	$5.14M	Buy	50,540 +2,985	+6%	+$308K	2.15%	12
2025 Q3	$4.9M	Buy	47,555 +5,712	+14%	+$578K	2.19%	12
2025 Q2	$4.25M	Sell	41,843 -611	-1%	-$61.3K	2.07%	11
2025 Q1	$4.4M	Sell	42,454 -10,466	-20%	-$1.06M	2.28%	11
2024 Q4	$5.79M	Hold	52,920	–	–	3.03%	11
2024 Q3	$5.79M	Buy	52,920 +2,672	+5%	+$286K	3.03%	11
2024 Q2	$5.16M	Buy	50,248 +1,299	+3%	+$132K	3.06%	11
2024 Q1	$5.14M	Buy	48,949 +1,932	+4%	+$202K	3.26%	11
2023 Q4	$5.09M	Buy	47,017 +1,750	+4%	+$175K	3.39%	10
2023 Q3	$4.46M	Buy	45,267 +6,794	+18%	+$714K	3.45%	10
2023 Q2	$4.26M	Buy	+38,473	New	+$4.31M	3.31%	10