Iams Wealth 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
$284K Sell
2,796
-894
-24% -$90.8K 0.13% 144
2025
Q1
$383K Buy
3,690
+428
+13% +$44.4K 0.18% 125
2024
Q4
$325K Buy
+3,262
New +$325K 0.15% 133
2024
Q3
Sell
-6,000
Closed -$616K 157
2024
Q2
$616K Buy
+6,000
New +$616K 0.34% 82