Global Financial Private Client’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 | – | Sell |
-728
| Closed | -$75.5K | – | 1463 |
|
|
2025
Q1 | $75.5K | Buy |
+728
| New | +$75.5K | 0.03% | 291 |
|
|
2023
Q3 | – | Sell |
-567
| Closed | -$62.3K | – | 695 |
|
|
2023
Q2 | $62.3K | Buy |
567
+122
| +27% | +$13.4K | 0.03% | 268 |
|
|
2023
Q1 | $50.9K | Sell |
445
-268
| -38% | -$30.7K | 0.03% | 282 |
|
|
2022
Q4 | $77.1K | Sell |
713
-939
| -57% | -$102K | 0.04% | 227 |
|
|
2022
Q3 | $182K | Buy |
+1,652
| New | +$182K | 0.1% | 150 |
|
|
2022
Q2 | – | Sell |
-2,084
| Closed | -$280K | – | 672 |
|
|
2022
Q1 | $280K | Buy |
2,084
+1,436
| +222% | +$193K | 0.14% | 131 |
|
|
2021
Q4 | $96.2K | Buy |
648
+141
| +28% | +$20.9K | 0.05% | 209 |
|
|
2021
Q3 | $74.9K | Buy |
+507
| New | +$74.9K | 0.04% | 210 |
|