Integrated Wealth Concepts’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 | $6.03M | Buy |
59,397
+8,530
| +17% | +$867K | 0.06% | 293 |
|
|
2025
Q1 | $5.28M | Sell |
50,867
-19,598
| -28% | -$2.03M | 0.06% | 302 |
|
|
2024
Q4 | $7.01M | Buy |
70,465
+6,153
| +10% | +$612K | 0.08% | 232 |
|
|
2024
Q3 | $7.03M | Sell |
64,312
-91
| -0.1% | -$9.95K | 0.09% | 222 |
|
|
2024
Q2 | $6.61M | Buy |
64,403
+30,699
| +91% | +$3.15M | 0.09% | 217 |
|
|
2024
Q1 | $3.54M | Buy |
33,704
+7,686
| +30% | +$807K | 0.05% | 341 |
|
|
2023
Q4 | $2.82M | Sell |
26,018
-1,194
| -4% | -$129K | 0.05% | 365 |
|
|
2023
Q3 | $2.68M | Sell |
27,212
-65,685
| -71% | -$6.47M | 0.05% | 359 |
|
|
2023
Q2 | $10.3M | Buy |
92,897
+64,550
| +228% | +$7.15M | 0.18% | 137 |
|
|
2023
Q1 | $3.25M | Buy |
28,347
+4,026
| +17% | +$461K | 0.07% | 269 |
|
|
2022
Q4 | $2.63M | Buy |
24,321
+3,206
| +15% | +$347K | 0.07% | 258 |
|
|
2022
Q3 | $2.3M | Buy |
21,115
+9,686
| +85% | +$1.06M | 0.07% | 251 |
|
|
2022
Q2 | $1.37M | Buy |
11,429
+2,244
| +24% | +$270K | 0.04% | 361 |
|
|
2022
Q1 | $1.24M | Buy |
9,185
+6,382
| +228% | +$859K | 0.04% | 352 |
|
|
2021
Q4 | $416K | Buy |
2,803
+459
| +20% | +$68.1K | 0.01% | 654 |
|
|
2021
Q3 | $345K | Buy |
+2,344
| New | +$345K | 0.01% | 685 |
|