Mount Yale 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 | $1.77M | Buy |
17,464
+7,753
| +80% | +$788K | 0.14% | 135 |
|
|
2025
Q1 | $1.01M | Buy |
+9,711
| New | +$1.01M | 0.09% | 194 |
|
|
2023
Q3 | – | Sell |
-4,569
| Closed | -$506K | – | 512 |
|
|
2023
Q2 | $506K | Buy |
4,569
+244
| +6% | +$27K | 0.05% | 302 |
|
|
2023
Q1 | $495K | Sell |
4,325
-889
| -17% | -$102K | 0.06% | 299 |
|
|
2022
Q4 | $564K | Buy |
5,214
+1,562
| +43% | +$169K | 0.06% | 260 |
|
|
2022
Q3 | $398K | Buy |
3,652
+263
| +8% | +$28.7K | 0.05% | 303 |
|
|
2022
Q2 | $407K | Buy |
3,389
+838
| +33% | +$101K | 0.05% | 310 |
|
|
2022
Q1 | $343K | Buy |
+2,551
| New | +$343K | 0.04% | 347 |
|