LFASL
Lugano Financial Advisors SA (LFA)’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Sell |
40,677
-990
| -2% | -$99.9K | 2.43% | 9 |
|
|
2025
Q1 | $4.32M | Buy |
41,667
+77
| +0.2% | +$7.99K | 2.94% | 9 |
|
|
2024
Q4 | $4.14M | Buy |
41,590
+39,701
| +2,102% | +$3.95M | 2.71% | 9 |
|
|
2024
Q3 | $207K | Buy |
1,889
+865
| +84% | +$94.6K | 0.14% | 72 |
|
|
2024
Q2 | $105K | Hold |
1,024
| – | – | 0.08% | 100 |
|
|
2024
Q1 | $108K | Sell |
1,024
-414
| -29% | -$43.5K | 0.08% | 101 |
|
|
2023
Q4 | $156K | Sell |
1,438
-37,843
| -96% | -$4.1M | 0.12% | 69 |
|
|
2023
Q3 | $3.87M | Sell |
39,281
-6,528
| -14% | -$643K | 3.31% | 9 |
|
|
2023
Q2 | $5.07M | Buy |
45,809
+1,476
| +3% | +$163K | 3.38% | 8 |
|
|
2023
Q1 | $5.08M | Buy |
+44,333
| New | +$5.08M | 3.84% | 8 |
|