Keystone Financial Services (Colorado)’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 | $6.34M | Buy |
62,441
+18,460
| +42% | +$1.88M | 2.16% | 13 |
|
|
2025
Q1 | $4.56M | Buy |
+43,981
| New | +$4.56M | 1.74% | 15 |
|
|
2023
Q3 | – | Sell |
-21,694
| Closed | -$2.4M | – | 81 |
|
|
2023
Q2 | $2.4M | Buy |
21,694
+321
| +2% | +$35.6K | 1.23% | 13 |
|
|
2023
Q1 | $2.45M | Sell |
21,373
-11,636
| -35% | -$1.33M | 1.31% | 12 |
|
|
2022
Q4 | $3.79M | Buy |
33,009
+4,574
| +16% | +$525K | 2.04% | 10 |
|
|
2022
Q3 | $3M | Buy |
28,435
+8,313
| +41% | +$878K | 1.74% | 13 |
|
|
2022
Q2 | $2.47M | Buy |
20,122
+4,073
| +25% | +$501K | 1.35% | 12 |
|
|
2022
Q1 | $1.93M | Buy |
16,049
+10,377
| +183% | +$1.25M | 1.11% | 17 |
|
|
2021
Q4 | $842K | Buy |
+5,672
| New | +$842K | 0.43% | 29 |
|