Liberty 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 | $7.63M | Buy |
75,137
+8,098
| +12% | +$823K | 1.2% | 21 |
|
|
2025
Q1 | $6.94M | Buy |
67,039
+52,340
| +356% | +$5.42M | 1.33% | 23 |
|
|
2024
Q4 | $1.46M | Buy |
14,699
+4,309
| +41% | +$429K | 0.24% | 65 |
|
|
2024
Q3 | $1.14M | Sell |
10,390
-75,279
| -88% | -$8.23M | 0.19% | 71 |
|
|
2024
Q2 | $1.16M | Buy |
85,669
+74,739
| +684% | +$1.01M | 0.21% | 68 |
|
|
2024
Q1 | $1.15M | Buy |
10,930
+1,161
| +12% | +$122K | 0.22% | 65 |
|
|
2023
Q4 | $1.06M | Buy |
9,769
+6,611
| +209% | +$716K | 0.23% | 63 |
|
|
2023
Q3 | $311K | Sell |
3,158
-23,945
| -88% | -$2.36M | 0.08% | 127 |
|
|
2023
Q2 | $3M | Buy |
27,103
+1,319
| +5% | +$146K | 0.74% | 31 |
|
|
2023
Q1 | $2.95M | Buy |
+25,784
| New | +$2.95M | 0.61% | 41 |
|
|
2022
Q3 | $1.17M | Buy |
10,720
+1,011
| +10% | +$110K | 0.31% | 47 |
|
|
2022
Q2 | $1.17M | Buy |
9,709
+2,113
| +28% | +$254K | 0.47% | 44 |
|
|
2022
Q1 | $1.02M | Buy |
+7,596
| New | +$1.02M | 0.37% | 47 |
|
|
2021
Q4 | – | Sell |
-1,923
| Closed | -$283K | – | 103 |
|
|
2021
Q3 | $283K | Buy |
+1,923
| New | +$283K | 0.1% | 122 |
|