MN Wealth 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 | $2.23M | Sell |
21,929
-9,277
| -30% | -$943K | 1.3% | 17 |
|
|
2025
Q1 | $3.24M | Sell |
31,206
-6,191
| -17% | -$642K | 1.9% | 14 |
|
|
2024
Q4 | $3.72M | Buy |
37,397
+5,932
| +19% | +$590K | 2.09% | 13 |
|
|
2024
Q3 | $3.44M | Buy |
31,465
+4,197
| +15% | +$459K | 1.96% | 13 |
|
|
2024
Q2 | $2.8M | Sell |
27,268
-3,656
| -12% | -$375K | 1.62% | 15 |
|
|
2024
Q1 | $3.25M | Buy |
30,924
+11,781
| +62% | +$1.24M | 2.01% | 13 |
|
|
2023
Q4 | $2.07M | Buy |
+19,143
| New | +$2.07M | 1.43% | 15 |
|