DWM
Destination Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.4M | Buy |
791,228
+11,893
| +2% | +$1.21M | 2.36% | 6 |
|
|
2025
Q1 | $80.9M | Buy |
779,335
+54,522
| +8% | +$5.66M | 2.55% | 5 |
|
|
2024
Q4 | $72.1M | Sell |
724,813
-20,316
| -3% | -$2.02M | 2.26% | 8 |
|
|
2024
Q3 | $81.5M | Buy |
745,129
+16,769
| +2% | +$1.83M | 2.53% | 5 |
|
|
2024
Q2 | $74.8M | Buy |
728,360
+16,561
| +2% | +$1.7M | 2.47% | 5 |
|
|
2024
Q1 | $74.8M | Buy |
711,799
+143,937
| +25% | +$15.1M | 2.49% | 5 |
|
|
2023
Q4 | $61.5M | Buy |
+567,862
| New | +$61.5M | 2.13% | 9 |
|