Lockerman Financial Group’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 | $702K | Sell |
6,907
-850
| -11% | -$86.4K | 0.94% | 24 |
|
|
2025
Q1 | $805K | Buy |
7,757
+661
| +9% | +$68.6K | 1.22% | 17 |
|
|
2024
Q4 | $706K | Buy |
7,096
+934
| +15% | +$93K | 1.2% | 22 |
|
|
2024
Q3 | $674K | Buy |
6,162
+1,525
| +33% | +$167K | 1.14% | 26 |
|
|
2024
Q2 | $476K | Sell |
4,637
-1,169
| -20% | -$120K | 0.86% | 33 |
|
|
2024
Q1 | $610K | Buy |
5,806
+1,960
| +51% | +$206K | 1.17% | 24 |
|
|
2023
Q4 | $416K | Sell |
3,846
-729
| -16% | -$78.9K | 0.96% | 32 |
|
|
2023
Q3 | $451K | Buy |
+4,575
| New | +$451K | 1.21% | 25 |
|