Liberty Wealth Management’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
2026 Q1	$8.85M	Buy	87,815 +11,260	+15%	+$1.15M	1.11%	22
2025 Q4	$7.78M	Sell	76,555 -3,245	-4%	-$335K	1%	27
2025 Q3	$8.22M	Buy	79,800 +4,663	+6%	+$472K	1.16%	22
2025 Q2	$7.63M	Buy	75,137 +8,098	+12%	+$813K	1.2%	21
2025 Q1	$6.94M	Buy	67,039 +52,340	+356%	+$5.31M	1.33%	23
2024 Q4	$1.46M	Buy	14,699 +4,309	+41%	+$446K	0.24%	65
2024 Q3	$1.14M	Sell	10,390 -75,279	-88%	-$8.07M	0.19%	71
2024 Q2	$1.16M	Buy	85,669 +74,739	+684%	+$7.61M	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%	+$662K	0.23%	63
2023 Q3	$311K	Sell	3,158 -23,945	-88%	-$2.52M	0.08%	127
2023 Q2	$3M	Buy	27,103 +1,319	+5%	+$148K	0.74%	31
2023 Q1	$2.95M	Buy	+25,784	New	+$2.9M	0.61%	41
2022 Q3	$1.17M	Buy	10,720 +1,011	+10%	+$120K	0.31%	47
2022 Q2	$1.17M	Buy	9,709 +2,113	+28%	+$259K	0.47%	44
2022 Q1	$1.02M	Buy	+7,596	New	+$1.06M	0.37%	47
2021 Q4	–	Sell	-1,923	Closed	-$285K	–	103
2021 Q3	$283K	Buy	+1,923	New	+$290K	0.1%	122