Great Valley Advisor Group’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 |
-8,424
| Closed | -$874K | – | 941 |
|
|
2025
Q1 | $874K | Sell |
8,424
-2,444
| -22% | -$254K | 0.02% | 476 |
|
|
2024
Q4 | $1.08M | Buy |
10,868
+813
| +8% | +$81K | 0.02% | 429 |
|
|
2024
Q3 | $1.1M | Sell |
10,055
-16,936
| -63% | -$1.85M | 0.03% | 411 |
|
|
2024
Q2 | $2.77M | Buy |
26,991
+425
| +2% | +$43.7K | 0.08% | 237 |
|
|
2024
Q1 | $2.79M | Buy |
26,566
+1,035
| +4% | +$109K | 0.08% | 226 |
|
|
2023
Q4 | $2.76M | Sell |
25,531
-25,200
| -50% | -$2.73M | 0.1% | 196 |
|
|
2023
Q3 | $5M | Buy |
+50,731
| New | +$5M | 0.21% | 120 |
|