Kingsview 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 | $790K | Sell |
7,778
-6,142
| -44% | -$624K | 0.01% | 640 |
|
|
2025
Q1 | $1.44M | Buy |
13,920
+2,864
| +26% | +$297K | 0.03% | 455 |
|
|
2024
Q4 | $1.1M | Sell |
11,056
-2,073
| -16% | -$206K | 0.02% | 521 |
|
|
2024
Q3 | $1.44M | Buy |
13,129
+7,299
| +125% | +$798K | 0.03% | 449 |
|
|
2024
Q2 | $599K | Sell |
5,830
-8,613
| -60% | -$885K | 0.01% | 635 |
|
|
2024
Q1 | $1.52M | Buy |
14,443
+3,913
| +37% | +$411K | 0.04% | 404 |
|
|
2023
Q4 | $1.14M | Buy |
10,530
+5,771
| +121% | +$625K | 0.03% | 434 |
|
|
2023
Q3 | $469K | Buy |
4,759
+193
| +4% | +$19K | 0.02% | 628 |
|
|
2023
Q2 | $506K | Buy |
4,566
+392
| +9% | +$43.4K | 0.02% | 587 |
|
|
2023
Q1 | $478K | Buy |
4,174
+71
| +2% | +$8.13K | 0.02% | 587 |
|
|
2022
Q4 | $444K | Buy |
4,103
+743
| +22% | +$80.4K | 0.02% | 548 |
|
|
2022
Q3 | $366K | Sell |
3,360
-353
| -10% | -$38.5K | 0.02% | 583 |
|
|
2022
Q2 | $446K | Sell |
3,713
-5
| -0.1% | -$601 | 0.02% | 561 |
|
|
2022
Q1 | $500K | Buy |
3,718
+2,036
| +121% | +$274K | 0.02% | 570 |
|
|
2021
Q4 | $250K | Buy |
+1,682
| New | +$250K | 0.01% | 785 |
|