EFS
Essex Financial Services’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 | $377K | Sell |
3,706
-114
| -3% | -$11.6K | 0.02% | 484 |
|
|
2025
Q1 | $396K | Buy |
3,820
+21
| +0.6% | +$2.18K | 0.03% | 431 |
|
|
2024
Q4 | $378K | Sell |
3,799
-904
| -19% | -$90K | 0.03% | 434 |
|
|
2024
Q3 | $489K | Sell |
4,703
-555
| -11% | -$57.7K | 0.04% | 385 |
|
|
2024
Q2 | $559K | Sell |
5,258
-887
| -14% | -$94.3K | 0.04% | 354 |
|
|
2024
Q1 | $645K | Sell |
6,145
-240
| -4% | -$25.2K | 0.06% | 281 |
|
|
2023
Q4 | $691K | Sell |
6,385
-1,100
| -15% | -$119K | 0.07% | 246 |
|
|
2023
Q3 | $737K | Sell |
7,485
-722
| -9% | -$71.1K | 0.09% | 223 |
|
|
2023
Q2 | $909K | Buy |
8,207
+467
| +6% | +$51.7K | 0.1% | 188 |
|
|
2023
Q1 | $887K | Buy |
+7,740
| New | +$887K | 0.09% | 198 |
|