Daymark 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
$8.32M Sell
81,902
-31,866
-28% -$3.24M 0.32% 66
2025
Q1
$11.8M Sell
113,768
-12,837
-10% -$1.33M 0.51% 46
2024
Q4
$12.6M Buy
126,605
+15,427
+14% +$1.54M 0.53% 44
2024
Q3
$12.2M Buy
111,178
+23,420
+27% +$2.56M 0.51% 44
2024
Q2
$9.01M Sell
87,758
-11,900
-12% -$1.22M 0.41% 53
2024
Q1
$10.5M Buy
99,658
+43,488
+77% +$4.57M 0.56% 47
2023
Q4
$6.08M Sell
56,170
-5,678
-9% -$615K 0.37% 62
2023
Q3
$6.09M Buy
61,848
+19,847
+47% +$1.95M 0.42% 55
2023
Q2
$4.65M Buy
+42,001
New +$4.65M 0.35% 70