LifePlan Investment 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
$1.69M Buy
16,625
+5,731
+53% +$582K 0.84% 39
2025
Q1
$1.13M Buy
10,894
+8,624
+380% +$895K 0.65% 46
2024
Q4
$226K Buy
+2,270
New +$226K 0.14% 93