LGT Financial Advisors’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 | $292K | Buy |
2,875
+1,505
| +110% | +$153K | 0.74% | 29 |
|
|
2025
Q1 | $142K | Sell |
1,370
-1,108
| -45% | -$115K | 0.43% | 49 |
|
|
2024
Q4 | $247K | Buy |
2,478
+763
| +44% | +$76K | 0.55% | 33 |
|
|
2024
Q3 | $187K | Buy |
1,715
+216
| +14% | +$23.6K | 0.46% | 39 |
|
|
2024
Q2 | $154K | Buy |
1,499
+758
| +102% | +$77.9K | 0.32% | 58 |
|
|
2024
Q1 | $77.8K | Buy |
741
+269
| +57% | +$28.3K | 0.09% | 196 |
|
|
2023
Q4 | $51.1K | Buy |
472
+9
| +2% | +$974 | 0.06% | 211 |
|
|
2023
Q3 | $45.6K | Buy |
463
+332
| +253% | +$32.7K | 0.06% | 226 |
|
|
2023
Q2 | $14.5K | Buy |
+131
| New | +$14.5K | 0.02% | 187 |
|
|
2023
Q1 | – | Sell |
-1,491
| Closed | -$161K | – | 188 |
|
|
2022
Q4 | $161K | Buy |
+1,491
| New | +$161K | 0.19% | 108 |
|