Icon Wealth Advisors’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 | $17.4M | Buy |
171,207
+43,146
| +34% | +$4.38M | 1.24% | 19 |
|
|
2025
Q1 | $13.3M | Buy |
128,061
+87,303
| +214% | +$9.06M | 1.09% | 22 |
|
|
2024
Q4 | $4.06M | Sell |
40,758
-1,855
| -4% | -$185K | 0.33% | 60 |
|
|
2024
Q3 | $4.66M | Sell |
42,613
-136
| -0.3% | -$14.9K | 0.39% | 52 |
|
|
2024
Q2 | $4.53M | Sell |
42,749
-1,421
| -3% | -$150K | 0.4% | 51 |
|
|
2024
Q1 | $4.64M | Sell |
44,170
-1,411
| -3% | -$148K | 0.43% | 48 |
|
|
2023
Q4 | $4.93M | Buy |
+45,581
| New | +$4.93M | 0.51% | 37 |
|
|
2022
Q4 | $4.23M | Buy |
39,103
+10,120
| +35% | +$1.09M | 0.49% | 53 |
|
|
2022
Q3 | $3.16M | Buy |
+28,983
| New | +$3.16M | 0.38% | 66 |
|