Kelly Financial Services’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 | $17.6M | Buy |
173,469
+58,694
| +51% | +$5.96M | 5.19% | 6 |
|
|
2025
Q1 | $11.9M | Buy |
114,775
+103,733
| +939% | +$10.8M | 4.14% | 8 |
|
|
2024
Q4 | $1.1M | Buy |
11,042
+174
| +2% | +$17.3K | 0.4% | 41 |
|
|
2024
Q3 | $1.19M | Sell |
10,868
-102
| -0.9% | -$11.2K | 0.44% | 41 |
|
|
2024
Q2 | $1.13M | Sell |
10,970
-3,770
| -26% | -$387K | 0.4% | 41 |
|
|
2024
Q1 | $1.55M | Sell |
14,740
-297
| -2% | -$31.2K | 0.59% | 28 |
|
|
2023
Q4 | $1.63M | Buy |
15,037
+12,988
| +634% | +$1.41M | 0.66% | 24 |
|
|
2023
Q3 | $202K | Sell |
2,049
-98,128
| -98% | -$9.66M | 0.09% | 90 |
|
|
2023
Q2 | $11.1M | Buy |
100,177
+9,314
| +10% | +$1.03M | 5.26% | 3 |
|
|
2023
Q1 | $10.4M | Buy |
90,863
+19,330
| +27% | +$2.21M | 5.25% | 4 |
|
|
2022
Q4 | $7.74M | Buy |
71,533
+6,475
| +10% | +$700K | 4.07% | 4 |
|
|
2022
Q3 | $7.09M | Buy |
65,058
+6,702
| +11% | +$730K | 4.14% | 5 |
|
|
2022
Q2 | $7.01M | Buy |
58,356
+36,764
| +170% | +$4.42M | 3.67% | 6 |
|
|
2022
Q1 | $2.91M | Buy |
21,592
+21,520
| +29,889% | +$2.9M | 1.31% | 15 |
|
|
2021
Q4 | $10.6K | Buy |
72
+3
| +4% | +$442 | ﹤0.01% | 337 |
|
|
2021
Q3 | $10.2K | Buy |
+69
| New | +$10.2K | 0.01% | 330 |
|