Financial Life 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 | $2.1M | Sell |
20,705
-20,052
| -49% | -$2.04M | 0.72% | 25 |
|
2025
Q1 | $4.23M | Sell |
40,757
-67,423
| -62% | -$7M | 1.58% | 18 |
|
2024
Q4 | $10.8M | Buy |
108,180
+2,270
| +2% | +$226K | 4.04% | 9 |
|
2024
Q3 | $11.6M | Buy |
105,910
+5,378
| +5% | +$588K | 4.37% | 8 |
|
2024
Q2 | $10.3M | Buy |
100,532
+8,397
| +9% | +$862K | 4.19% | 7 |
|
2024
Q1 | $9.68M | Buy |
92,135
+19,471
| +27% | +$2.05M | 4.05% | 7 |
|
2023
Q4 | $7.87M | Buy |
+72,664
| New | +$7.87M | 3.39% | 10 |
|