JFS 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 | $1.32M | Buy |
13,015
+14
| +0.1% | +$1.42K | 0.08% | 133 |
|
|
2025
Q1 | $1.35M | Buy |
13,001
+7,592
| +140% | +$788K | 0.09% | 127 |
|
|
2024
Q4 | $538K | Buy |
5,409
+1,328
| +33% | +$132K | 0.04% | 191 |
|
|
2024
Q3 | $446K | Buy |
4,081
+52
| +1% | +$5.69K | 0.03% | 206 |
|
|
2024
Q2 | $414K | Buy |
4,029
+1,625
| +68% | +$167K | 0.03% | 161 |
|
|
2024
Q1 | $253K | Buy |
2,404
+888
| +59% | +$93.3K | 0.02% | 221 |
|
|
2023
Q4 | $164K | Buy |
+1,516
| New | +$164K | 0.01% | 248 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | – | – | 1964 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1879 |
|