Gries Financial’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	$6.51M	Buy	63,236 +4,392	+7%	+$444K	1.03%	15
2025 Q2	$5.98M	Buy	+58,844	New	+$5.91M	1.09%	12
2025 Q1	–	Sell	-2,535	Closed	-$252K	–	310
2024 Q4	$252K	Hold	2,535	–	–	0.04%	235
2024 Q3	$277K	Sell	2,535 -797	-24%	-$85.4K	0.05%	212
2024 Q2	$342K	Hold	3,332	–	–	0.07%	173
2024 Q1	$350K	Sell	3,332 -251	-7%	-$26.3K	0.06%	204
2023 Q4	$388K	Sell	3,583 -1,631	-31%	-$163K	0.09%	147
2023 Q3	$513K	Sell	5,214 -48,475	-90%	-$5.09M	0.14%	116
2023 Q2	$5.95M	Buy	53,689 +3,214	+6%	+$360K	1.64%	10
2023 Q1	$5.78M	Buy	50,475 +10,386	+26%	+$1.17M	1.71%	10
2022 Q4	$4.34M	Buy	40,089 +6,010	+18%	+$651K	1.44%	10
2022 Q3	$3.71M	Buy	+34,079	New	+$4.03M	1.57%	9
2022 Q2	–	Sell	-8,126	Closed	-$1.09M	–	155
2022 Q1	$1.09M	Buy	+8,126	New	+$1.14M	0.4%	72