Financial Advocates Investment Management’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 | $1.75M | Sell |
17,623
-5,258
| -23% | -$522K | 0.14% | 143 |
|
|
2025
Q1 | $2.37M | Buy |
22,881
+11,599
| +103% | +$1.2M | 0.17% | 146 |
|
|
2024
Q4 | $1.07M | Sell |
11,282
-218
| -2% | -$20.8K | 0.06% | 289 |
|
|
2024
Q3 | $1.27M | Sell |
11,500
-45,485
| -80% | -$5.04M | 0.07% | 255 |
|
|
2024
Q2 | $4.98M | Buy |
56,985
+35,746
| +168% | +$3.12M | 0.31% | 73 |
|
|
2024
Q1 | $1.91M | Buy |
21,239
+12,505
| +143% | +$1.13M | 0.11% | 189 |
|
|
2023
Q4 | $940K | Sell |
8,734
-17,364
| -67% | -$1.87M | 0.06% | 297 |
|
|
2023
Q3 | $2.4M | Buy |
26,098
+16,882
| +183% | +$1.55M | 0.17% | 134 |
|
|
2023
Q2 | $1.02M | Buy |
9,216
+2,797
| +44% | +$310K | 0.07% | 263 |
|
|
2023
Q1 | $708K | Buy |
6,419
+2,390
| +59% | +$264K | 0.05% | 349 |
|
|
2022
Q4 | $436K | Sell |
4,029
-15,637
| -80% | -$1.69M | 0.03% | 467 |
|
|
2022
Q3 | $2.22M | Buy |
19,666
+16,881
| +606% | +$1.91M | 0.18% | 132 |
|
|
2022
Q2 | $335K | Buy |
2,785
+959
| +53% | +$115K | 0.03% | 485 |
|
|
2022
Q1 | $246K | Buy |
+1,826
| New | +$246K | 0.02% | 630 |
|
|
2018
Q1 | – | Sell |
-354
| Closed | -$48K | – | 532 |
|
|
2017
Q4 | $48K | Buy |
+354
| New | +$48K | 0.01% | 480 |
|