Kovitz Investment Group Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.98M Sell
2025
Q2
$11.2M Sell
2025
Q1
$18.2M Buy
2024
Q4
$10.2M Sell
2024
Q3
$17.1M Buy
2024
Q2
$8.48M Buy