Goelzer 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 | $16.2M | Buy |
159,031
+1,835
| +1% | +$186K | 0.89% | 16 |
|
|
2025
Q1 | $16.3M | Buy |
157,196
+5,387
| +4% | +$559K | 0.94% | 11 |
|
|
2024
Q4 | $15.1M | Sell |
151,809
-11,405
| -7% | -$1.14M | 0.88% | 13 |
|
|
2024
Q3 | $17.8M | Buy |
163,214
+1,838
| +1% | +$201K | 0.98% | 12 |
|
|
2024
Q2 | $16.6M | Buy |
161,376
+4,466
| +3% | +$459K | 0.93% | 14 |
|
|
2024
Q1 | $16.5M | Buy |
156,910
+38,486
| +32% | +$4.04M | 0.93% | 13 |
|
|
2023
Q4 | $12.8M | Buy |
118,424
+116,267
| +5,390% | +$12.6M | 0.82% | 18 |
|
|
2023
Q3 | $212K | Sell |
2,157
-4,469
| -67% | -$440K | 0.02% | 215 |
|
|
2023
Q2 | $734K | Hold |
6,626
| – | – | 0.06% | 147 |
|
|
2023
Q1 | $759K | Sell |
6,626
-733
| -10% | -$84K | 0.07% | 152 |
|
|
2022
Q4 | $796K | Buy |
+7,359
| New | +$796K | 0.07% | 156 |
|