Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.34M Buy
52,594
+16,050
+44% +$1.63M 0.75% 32
2025
Q1
$3.79M Buy
+36,544
New +$3.79M 0.58% 35
2023
Q4
Sell
-121
Closed -$11.9K 465
2023
Q3
$11.9K Sell
121
-14,758
-99% -$1.45M ﹤0.01% 326
2023
Q2
$1.65M Buy
+14,879
New +$1.65M 0.42% 33