One Wealth 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	$3.34M	Sell	33,181 -38,686	-54%	-$3.95M	0.42%	50
2025 Q4	$7.31M	Buy	71,867 +2,510	+4%	+$259K	0.89%	34
2025 Q3	$7.14M	Buy	69,357 +18,965	+38%	+$1.92M	0.9%	32
2025 Q2	$5.12M	Buy	50,392 +4,989	+11%	+$501K	0.71%	35
2025 Q1	$4.71M	Buy	45,403 +1,666	+4%	+$169K	0.7%	34
2024 Q4	$4.35M	Sell	43,737 -669	-2%	-$69.2K	0.65%	34
2024 Q3	$4.85M	Buy	+44,406	New	+$4.76M	0.74%	33
2024 Q2	–	Sell	-33,858	Closed	-$3.56M	–	273
2024 Q1	$3.56M	Buy	33,858 +2,816	+9%	+$295K	0.62%	36
2023 Q4	$3.36M	Buy	31,042 +14,025	+82%	+$1.4M	0.65%	35
2023 Q3	$1.68M	Sell	17,017 -29,018	-63%	-$3.05M	0.37%	50
2023 Q2	$5.1M	Buy	46,035 +689	+2%	+$77.2K	1.07%	23
2023 Q1	$5.19M	Sell	45,346 -4,688	-9%	-$527K	1.2%	24
2022 Q4	$5.41M	Buy	+50,034	New	+$5.42M	1.24%	20
2022 Q3	–	Sell	-28,720	Closed	-$3.45M	–	214
2022 Q2	$3.45M	Buy	28,720 +6,715	+31%	+$824K	0.92%	28
2022 Q1	$2.96M	Buy	22,005 +7,661	+53%	+$1.07M	0.73%	31
2021 Q4	$2.13M	Buy	14,344 +3,791	+36%	+$561K	0.54%	35
2021 Q3	$1.55M	Buy	+10,553	New	+$1.59M	0.46%	37