Evergreen Private Wealth’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 | $7.9M | Buy |
77,712
+7,313
| +10% | +$743K | 3.31% | 8 |
|
|
2025
Q1 | $7.3M | Buy |
70,399
+1,448
| +2% | +$150K | 3.41% | 5 |
|
|
2024
Q4 | $6.86M | Buy |
68,951
+27,871
| +68% | +$2.77M | 3.22% | 4 |
|
|
2024
Q3 | $4.49M | Buy |
41,080
+414
| +1% | +$45.3K | 2.08% | 21 |
|
|
2024
Q2 | $4.18M | Sell |
40,666
-266
| -0.6% | -$27.3K | 2.06% | 22 |
|
|
2024
Q1 | $4.3M | Buy |
40,932
+9,483
| +30% | +$996K | 2.15% | 23 |
|
|
2023
Q4 | $3.4M | Buy |
+31,449
| New | +$3.4M | 1.84% | 23 |
|