Mount Yale Investment Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.96M	Sell	39,335 -1,634	-4%	-$167K	0.09%	225
2025 Q4	$4.17M	Buy	40,969 +21,101	+106%	+$2.18M	0.2%	113
2025 Q3	$2.05M	Buy	19,868 +2,404	+14%	+$243K	0.14%	157
2025 Q2	$1.77M	Buy	17,464 +7,753	+80%	+$778K	0.14%	135
2025 Q1	$1.01M	Buy	+9,711	New	+$984K	0.09%	194
2023 Q3	–	Sell	-4,569	Closed	-$506K	–	514
2023 Q2	$506K	Buy	4,569 +244	+6%	+$27.4K	0.05%	302
2023 Q1	$495K	Sell	4,325 -889	-17%	-$100K	0.06%	299
2022 Q4	$564K	Buy	5,214 +1,562	+43%	+$169K	0.06%	263
2022 Q3	$398K	Buy	3,652 +263	+8%	+$31.1K	0.05%	304
2022 Q2	$407K	Buy	3,389 +838	+33%	+$103K	0.05%	311
2022 Q1	$343K	Buy	+2,551	New	+$357K	0.04%	347