Fermata Advisors’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
$414K Buy
4,076
+490
+14% +$49.8K 0.11% 145
2025
Q1
$372K Buy
3,586
+1,168
+48% +$121K 0.07% 194
2024
Q4
$241K Sell
2,418
-146
-6% -$14.5K 0.04% 227
2024
Q3
$280K Buy
2,564
+231
+10% +$25.3K 0.06% 189
2024
Q2
$240K Buy
+2,333
New +$240K 0.06% 193