Keebeck Wealth Management’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	$3.38M	Sell	33,568 -2,877	-8%	-$294K	0.38%	67
2025 Q4	$3.71M	Buy	36,445 +1,229	+3%	+$127K	0.43%	66
2025 Q3	$3.63M	Buy	35,216 +16,046	+84%	+$1.62M	0.43%	64
2025 Q2	$1.95M	Sell	19,170 -14,207	-43%	-$1.43M	0.26%	99
2025 Q1	$3.46M	Buy	33,377 +23,881	+251%	+$2.42M	0.51%	53
2024 Q4	$945K	Sell	9,496 -1,999	-17%	-$207K	0.14%	131
2024 Q3	$1.26M	Buy	11,495 +2,171	+23%	+$233K	0.18%	118
2024 Q2	$958K	Sell	9,324 -709	-7%	-$72.2K	0.14%	133
2024 Q1	$1.05M	Sell	10,033 -1,692	-14%	-$177K	0.16%	137
2023 Q4	$1.27M	Buy	11,725 +6,016	+105%	+$602K	0.21%	116
2023 Q3	$562K	Sell	5,709 -4,848	-46%	-$509K	0.1%	160
2023 Q2	$1.17M	Buy	10,557 +1,951	+23%	+$219K	0.16%	115
2023 Q1	$986K	Sell	8,606 -498	-5%	-$56K	0.16%	116
2022 Q4	$985K	Buy	9,104 +4,329	+91%	+$469K	0.17%	113
2022 Q3	$520K	Sell	4,775 -827	-15%	-$97.9K	0.1%	145
2022 Q2	$673K	Buy	+5,602	New	+$687K	0.13%	126