Kestra Private Wealth 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 | $841K | Buy |
8,275
+1,769
| +27% | +$180K | 0.01% | 805 |
|
|
2025
Q1 | $675K | Buy |
6,506
+1,472
| +29% | +$153K | 0.01% | 831 |
|
|
2024
Q4 | $501K | Buy |
5,034
+1,120
| +29% | +$111K | 0.01% | 915 |
|
|
2024
Q3 | $428K | Sell |
3,914
-436
| -10% | -$47.7K | 0.01% | 942 |
|
|
2024
Q2 | $447K | Sell |
4,350
-1,374
| -24% | -$141K | 0.01% | 882 |
|
|
2024
Q1 | $601K | Sell |
5,724
-4,211
| -42% | -$442K | 0.01% | 728 |
|
|
2023
Q4 | $1.08M | Buy |
9,935
+3,415
| +52% | +$370K | 0.03% | 507 |
|
|
2023
Q3 | $642K | Buy |
6,520
+1,454
| +29% | +$143K | 0.02% | 585 |
|
|
2023
Q2 | $561K | Buy |
5,066
+282
| +6% | +$31.2K | 0.02% | 598 |
|
|
2023
Q1 | $548K | Buy |
+4,784
| New | +$548K | 0.02% | 571 |
|
|
2022
Q1 | – | Sell |
-2,202
| Closed | -$327K | – | 1062 |
|
|
2021
Q4 | $327K | Sell |
2,202
-229
| -9% | -$34K | 0.02% | 738 |
|
|
2021
Q3 | $358K | Buy |
+2,431
| New | +$358K | 0.02% | 639 |
|