EverSource Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
2025
Q1
$241K Buy
2024
Q4
$40.3K Sell
2024
Q3
$51.4K Sell
2024
Q2
$53.9K Sell
2024
Q1
$54.1K Buy
2023
Q4
$11.2K Buy
2023
Q3
$5.32K Sell
2023
Q2
$132K Sell
2023
Q1
$176K Sell
2022
Q4
$178K Buy
2022
Q3
$83K Sell
2022
Q2
$142K Buy
2022
Q1
$67K Buy
2021
Q4
$20K Buy