Icon Wealth Advisors’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
2026 Q1	$20.2M	Sell	202,864 -49,052	-19%	-$5.01M	1.31%	22
2025 Q4	$25.6M	Buy	251,916 +5,566	+2%	+$574K	1.71%	14
2025 Q3	$25.4M	Buy	246,350 +75,143	+44%	+$7.6M	1.72%	14
2025 Q2	$17.4M	Buy	171,207 +43,146	+34%	+$4.33M	1.24%	19
2025 Q1	$13.3M	Buy	128,061 +87,303	+214%	+$8.85M	1.09%	22
2024 Q4	$4.06M	Sell	40,758 -1,855	-4%	-$192K	0.33%	60
2024 Q3	$4.66M	Sell	42,613 -136	-0.3%	-$14.6K	0.39%	52
2024 Q2	$4.53M	Sell	42,749 -1,421	-3%	-$145K	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	+$4.56M	0.51%	37
2022 Q4	$4.23M	Buy	39,103 +10,120	+35%	+$1.1M	0.49%	53
2022 Q3	$3.16M	Buy	+28,983	New	+$3.43M	0.38%	66