Cyndeo Wealth Partners’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 | $1.67M | Buy |
16,411
+5,520
| +51% | +$561K | 0.1% | 182 |
|
|
2025
Q1 | $1.13M | Buy |
10,891
+228
| +2% | +$23.7K | 0.07% | 202 |
|
|
2024
Q4 | $1.06M | Buy |
10,663
+2,368
| +29% | +$236K | 0.07% | 208 |
|
|
2024
Q3 | $907K | Sell |
8,295
-1,102
| -12% | -$120K | 0.06% | 228 |
|
|
2024
Q2 | $965K | Buy |
9,397
+1,280
| +16% | +$131K | 0.08% | 216 |
|
|
2024
Q1 | $853K | Sell |
8,117
-3,651
| -31% | -$383K | 0.07% | 214 |
|
|
2023
Q4 | $1.27M | Buy |
+11,768
| New | +$1.27M | 0.12% | 169 |
|