GF
Gries Financial’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Buy |
+58,844
| New | +$5.98M | 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% | -$87.1K | 0.05% | 212 |
|
|
2024
Q2 | $342K | Hold |
3,332
| – | – | 0.07% | 173 |
|
|
2024
Q1 | $350K | Sell |
3,332
-251
| -7% | -$26.4K | 0.06% | 204 |
|
|
2023
Q4 | $388K | Sell |
3,583
-1,631
| -31% | -$177K | 0.09% | 147 |
|
|
2023
Q3 | $513K | Sell |
5,214
-48,475
| -90% | -$4.77M | 0.14% | 116 |
|
|
2023
Q2 | $5.95M | Buy |
53,689
+3,214
| +6% | +$356K | 1.64% | 10 |
|
|
2023
Q1 | $5.78M | Buy |
50,475
+10,386
| +26% | +$1.19M | 1.71% | 10 |
|
|
2022
Q4 | $4.34M | Buy |
40,089
+6,010
| +18% | +$650K | 1.44% | 10 |
|
|
2022
Q3 | $3.71M | Buy |
+34,079
| New | +$3.71M | 1.57% | 9 |
|
|
2022
Q2 | – | Sell |
-8,126
| Closed | -$1.09M | – | 155 |
|
|
2022
Q1 | $1.09M | Buy |
+8,126
| New | +$1.09M | 0.4% | 72 |
|