Nicolet Advisory Services’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 | – | Sell |
-8,544
| Closed | -$850K | – | 425 |
|
|
2025
Q1 | $850K | Sell |
8,544
-144,543
| -94% | -$14.4M | 0.08% | 129 |
|
|
2024
Q4 | $15M | Buy |
153,087
+12,847
| +9% | +$1.25M | 1.37% | 16 |
|
|
2024
Q3 | $15.2M | Sell |
140,240
-2,235
| -2% | -$242K | 1.43% | 14 |
|
|
2024
Q2 | $14.7M | Buy |
142,475
+8,252
| +6% | +$853K | 1.41% | 16 |
|
|
2024
Q1 | $13.8M | Buy |
134,223
+8,230
| +7% | +$846K | 1.4% | 14 |
|
|
2023
Q4 | $13.3M | Buy |
+125,993
| New | +$13.3M | 1.43% | 14 |
|