GeoWealth 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 | $1.55M | Buy |
15,251
+645
| +4% | +$65.5K | 0.06% | 186 |
|
|
2025
Q1 | $1.52M | Buy |
14,606
+4,665
| +47% | +$484K | 0.06% | 195 |
|
|
2024
Q4 | $990K | Buy |
9,941
+388
| +4% | +$38.6K | 0.03% | 298 |
|
|
2024
Q3 | $1.04M | Sell |
9,553
-1,958
| -17% | -$214K | 0.04% | 294 |
|
|
2024
Q2 | $1.18M | Sell |
11,511
-607
| -5% | -$62.3K | 0.05% | 235 |
|
|
2024
Q1 | $1.27M | Sell |
12,118
-3,591
| -23% | -$377K | 0.05% | 248 |
|
|
2023
Q4 | $1.7M | Sell |
15,709
-4,744
| -23% | -$513K | 0.14% | 145 |
|
|
2023
Q3 | $2.02M | Buy |
20,453
+1,624
| +9% | +$160K | 0.23% | 97 |
|
|
2023
Q2 | $2.09M | Buy |
18,829
+5,006
| +36% | +$555K | 0.23% | 85 |
|
|
2023
Q1 | $1.58M | Sell |
13,823
-585
| -4% | -$67K | 0.19% | 76 |
|
|
2022
Q4 | $1.56M | Sell |
14,408
-591
| -4% | -$63.9K | 0.16% | 89 |
|
|
2022
Q3 | $1.63M | Buy |
14,999
+12,927
| +624% | +$1.41M | 0.18% | 93 |
|
|
2022
Q2 | $249K | Sell |
2,072
-94
| -4% | -$11.3K | 0.03% | 224 |
|
|
2022
Q1 | $291K | Sell |
2,166
-7,090
| -77% | -$953K | 0.03% | 262 |
|
|
2021
Q4 | $1.37M | Sell |
9,256
-9,665
| -51% | -$1.43M | 0.11% | 128 |
|
|
2021
Q3 | $2.78M | Buy |
18,921
+16,581
| +709% | +$2.44M | 0.23% | 94 |
|
|
2021
Q2 | $344K | Sell |
2,340
-529
| -18% | -$77.8K | 0.04% | 180 |
|
|
2021
Q1 | $402K | Buy |
2,869
+403
| +16% | +$56.5K | 0.06% | 137 |
|
|
2020
Q4 | $395K | Buy |
+2,466
| New | +$395K | 0.06% | 156 |
|