Kovitz Investment Group Partners’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	$11.2M	Sell	109,910 -65,569	-37%	-$6.66M	0.05%	285
2025 Q1	$18.2M	Buy	175,479 +73,752	+72%	+$7.65M	0.09%	184
2024 Q4	$10.2M	Sell	101,727 -54,057	-35%	-$5.41M	0.05%	263
2024 Q3	$17.1M	Buy	155,784 +73,515	+89%	+$8.06M	0.12%	157
2024 Q2	$8.48M	Buy	+82,269	New	+$8.48M	0.07%	201