J.W. Coons 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 | $373K | Hold |
3,675
| – | – | 0.08% | 189 |
|
|
2025
Q1 | $381K | Sell |
3,675
-135
| -4% | -$14K | 0.1% | 171 |
|
|
2024
Q4 | $379K | Hold |
3,810
| – | – | 0.1% | 173 |
|
|
2024
Q3 | $417K | Hold |
3,810
| – | – | 0.1% | 168 |
|
|
2024
Q2 | $391K | Buy |
3,810
+175
| +5% | +$18K | 0.09% | 169 |
|
|
2024
Q1 | $382K | Hold |
3,635
| – | – | 0.09% | 176 |
|
|
2023
Q4 | $394K | Sell |
3,635
-875
| -19% | -$94.7K | 0.11% | 163 |
|
|
2023
Q3 | $444K | Buy |
4,510
+1,125
| +33% | +$111K | 0.13% | 141 |
|
|
2023
Q2 | $375K | Buy |
3,385
+350
| +12% | +$38.8K | 0.1% | 172 |
|
|
2023
Q1 | $348K | Buy |
+3,035
| New | +$348K | 0.1% | 176 |
|