EverSource Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
2,540
+217
| +9% | +$22K | 0.01% | 745 |
|
|
2025
Q1 | $241K | Buy |
2,323
+1,918
| +474% | +$199K | 0.01% | 590 |
|
|
2024
Q4 | $40.3K | Sell |
405
-66
| -14% | -$6.57K | ﹤0.01% | 1283 |
|
|
2024
Q3 | $51.4K | Sell |
471
-38
| -7% | -$4.15K | ﹤0.01% | 1059 |
|
|
2024
Q2 | $53.9K | Sell |
509
-37
| -7% | -$3.92K | ﹤0.01% | 1052 |
|
|
2024
Q1 | $54.1K | Buy |
546
+442
| +425% | +$43.8K | ﹤0.01% | 953 |
|
|
2023
Q4 | $11.2K | Buy |
104
+50
| +93% | +$5.41K | ﹤0.01% | 1504 |
|
|
2023
Q3 | $5.32K | Sell |
54
-1,139
| -95% | -$112K | ﹤0.01% | 1681 |
|
|
2023
Q2 | $132K | Sell |
1,193
-346
| -22% | -$38.3K | 0.01% | 490 |
|
|
2023
Q1 | $176K | Sell |
1,539
-104
| -6% | -$11.9K | 0.02% | 392 |
|
|
2022
Q4 | $178K | Buy |
1,643
+877
| +114% | +$94.9K | 0.03% | 367 |
|
|
2022
Q3 | $83K | Sell |
766
-411
| -35% | -$44.5K | 0.02% | 486 |
|
|
2022
Q2 | $142K | Buy |
1,177
+670
| +132% | +$80.8K | 0.04% | 306 |
|
|
2022
Q1 | $67K | Buy |
507
+375
| +284% | +$49.6K | 0.02% | 417 |
|
|
2021
Q4 | $20K | Buy |
+132
| New | +$20K | 0.01% | 694 |
|