Davies Financial Advisors’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
$1.26M Buy
+12,410
New +$1.26M 0.98% 22
2024
Q4
Sell
-25,439
Closed -$2.78M 70
2024
Q3
$2.78M Buy
25,439
+21,868
+612% +$2.39M 2.43% 10
2024
Q2
$367K Sell
3,571
-28,367
-89% -$2.91M 0.34% 52
2024
Q1
$3.35M Buy
+31,938
New +$3.35M 3.42% 8