Keebeck Wealth Management’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 | $1.95M | Sell |
19,170
-14,207
| -43% | -$1.44M | 0.25% | 99 |
|
|
2025
Q1 | $3.46M | Buy |
33,377
+23,881
| +251% | +$2.48M | 0.51% | 53 |
|
|
2024
Q4 | $945K | Sell |
9,496
-1,999
| -17% | -$199K | 0.14% | 131 |
|
|
2024
Q3 | $1.26M | Buy |
11,495
+2,171
| +23% | +$237K | 0.18% | 118 |
|
|
2024
Q2 | $958K | Sell |
9,324
-709
| -7% | -$72.8K | 0.14% | 133 |
|
|
2024
Q1 | $1.05M | Sell |
10,033
-1,692
| -14% | -$178K | 0.16% | 137 |
|
|
2023
Q4 | $1.27M | Buy |
11,725
+6,016
| +105% | +$651K | 0.21% | 116 |
|
|
2023
Q3 | $562K | Sell |
5,709
-4,848
| -46% | -$477K | 0.1% | 160 |
|
|
2023
Q2 | $1.17M | Buy |
10,557
+1,951
| +23% | +$216K | 0.16% | 115 |
|
|
2023
Q1 | $986K | Sell |
8,606
-498
| -5% | -$57K | 0.16% | 116 |
|
|
2022
Q4 | $985K | Buy |
9,104
+4,329
| +91% | +$468K | 0.17% | 113 |
|
|
2022
Q3 | $520K | Sell |
4,775
-827
| -15% | -$90.1K | 0.1% | 145 |
|
|
2022
Q2 | $673K | Buy |
+5,602
| New | +$673K | 0.13% | 126 |
|