Lifeworks 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 | $453K | Buy |
4,463
+1,701
| +62% | +$173K | 0.07% | 208 |
|
|
2025
Q1 | $287K | Buy |
+2,762
| New | +$287K | 0.05% | 249 |
|
|
2024
Q3 | – | Sell |
-1,954
| Closed | -$201K | – | 303 |
|
|
2024
Q2 | $201K | Sell |
1,954
-254
| -12% | -$26.1K | 0.06% | 220 |
|
|
2024
Q1 | $232K | Sell |
2,208
-2,108
| -49% | -$221K | 0.06% | 212 |
|
|
2023
Q4 | $467K | Sell |
4,316
-1,509
| -26% | -$163K | 0.16% | 120 |
|
|
2023
Q3 | $574K | Buy |
5,825
+46
| +0.8% | +$4.53K | 0.22% | 110 |
|
|
2023
Q2 | $640K | Sell |
5,779
-406
| -7% | -$45K | 0.27% | 93 |
|
|
2023
Q1 | $708K | Buy |
+6,185
| New | +$708K | 0.33% | 90 |
|