IFP 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 | $2.86M | Buy |
28,128
+10,493
| +60% | +$1.07M | 0.08% | 273 |
|
|
2025
Q1 | $1.83M | Buy |
17,635
+9,013
| +105% | +$935K | 0.06% | 372 |
|
|
2024
Q4 | $858K | Buy |
8,622
+78
| +0.9% | +$7.76K | 0.03% | 559 |
|
|
2024
Q3 | $934K | Buy |
8,544
+729
| +9% | +$79.7K | 0.03% | 498 |
|
|
2024
Q2 | $803K | Sell |
7,815
-6,348
| -45% | -$652K | 0.03% | 501 |
|
|
2024
Q1 | $1.49M | Buy |
14,163
+2,151
| +18% | +$226K | 0.07% | 315 |
|
|
2023
Q4 | $1.3M | Sell |
12,012
-1,503
| -11% | -$163K | 0.06% | 335 |
|
|
2023
Q3 | $1.33M | Sell |
13,515
-632
| -4% | -$62.2K | 0.06% | 324 |
|
|
2023
Q2 | $1.57M | Buy |
14,147
+8,914
| +170% | +$988K | 0.07% | 308 |
|
|
2023
Q1 | $687K | Sell |
5,233
-824
| -14% | -$108K | 0.03% | 492 |
|
|
2022
Q4 | $831K | Buy |
6,057
+1,394
| +30% | +$191K | 0.02% | 685 |
|
|
2022
Q3 | $753K | Sell |
4,663
-308
| -6% | -$49.7K | 0.02% | 741 |
|
|
2022
Q2 | $706K | Hold |
4,971
| – | – | 0.02% | 691 |
|
|
2022
Q1 | $706K | Buy |
4,971
+3,976
| +400% | +$565K | 0.02% | 691 |
|
|
2021
Q4 | $165K | Buy |
995
+109
| +12% | +$18.1K | ﹤0.01% | 1033 |
|
|
2021
Q3 | $148K | Buy |
886
+488
| +123% | +$81.5K | ﹤0.01% | 1077 |
|
|
2021
Q2 | $57K | Buy |
398
+45
| +13% | +$6.45K | ﹤0.01% | 1468 |
|
|
2021
Q1 | $49K | Sell |
353
-18
| -5% | -$2.5K | ﹤0.01% | 1480 |
|
|
2020
Q4 | $59K | Sell |
371
-186
| -33% | -$29.6K | ﹤0.01% | 1376 |
|
|
2020
Q3 | $92K | Buy |
557
+90
| +19% | +$14.9K | 0.01% | 1035 |
|
|
2020
Q2 | $79K | Sell |
467
-115
| -20% | -$19.5K | 0.01% | 1014 |
|
|
2020
Q1 | $97K | Sell |
582
-71
| -11% | -$11.8K | 0.01% | 835 |
|
|
2019
Q4 | $94K | Buy |
653
+478
| +273% | +$68.8K | 0.01% | 979 |
|
|
2019
Q3 | $26K | Buy |
+175
| New | +$26K | ﹤0.01% | 1653 |
|
|
2019
Q1 | – | Sell |
-482
| Closed | -$64K | – | 3322 |
|
|
2018
Q4 | $64K | Buy |
+482
| New | +$64K | ﹤0.01% | 1447 |
|
|
2018
Q2 | – | Sell |
-30
| Closed | -$4K | – | 4011 |
|
|
2018
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 3290 |
|
|
2017
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 3289 |
|
|
2017
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 3496 |
|
|
2017
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 3502 |
|
|
2017
Q1 | $4K | Sell |
30
-3
| -9% | -$400 | ﹤0.01% | 3405 |
|
|
2016
Q4 | $4K | Sell |
33
-572
| -95% | -$69.3K | ﹤0.01% | 3397 |
|
|
2016
Q3 | $88K | Sell |
605
-99
| -14% | -$14.4K | ﹤0.01% | 1445 |
|
|
2016
Q2 | $103K | Buy |
+704
| New | +$103K | 0.01% | 1322 |
|