GeoWealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.69M | Buy |
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|
2025
Q2 | $1.55M | Buy |
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2025
Q1 | $1.52M | Buy |
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|
2024
Q4 | $990K | Buy |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.7M | Sell |
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|
2023
Q3 | $2.02M | Buy |
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|
2023
Q2 | $2.09M | Buy |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $1.56M | Sell |
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|
2022
Q3 | $1.63M | Buy |
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|
2022
Q2 | $249K | Sell |
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|
2022
Q1 | $291K | Sell |
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|
2021
Q4 | $1.37M | Sell |
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|
2021
Q3 | $2.78M | Buy |
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|
2021
Q2 | $344K | Sell |
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|
2021
Q1 | $402K | Buy |
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|
2020
Q4 | $395K | Buy |
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