One 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 | $5.12M | Buy |
50,392
+4,989
| +11% | +$507K | 0.71% | 35 |
|
|
2025
Q1 | $4.71M | Buy |
45,403
+1,666
| +4% | +$173K | 0.7% | 34 |
|
|
2024
Q4 | $4.35M | Sell |
43,737
-669
| -2% | -$66.6K | 0.65% | 34 |
|
|
2024
Q3 | $4.85M | Buy |
+44,406
| New | +$4.85M | 0.74% | 33 |
|
|
2024
Q2 | – | Sell |
-33,858
| Closed | -$3.56M | – | 273 |
|
|
2024
Q1 | $3.56M | Buy |
33,858
+2,816
| +9% | +$296K | 0.62% | 36 |
|
|
2023
Q4 | $3.36M | Buy |
31,042
+14,025
| +82% | +$1.52M | 0.65% | 35 |
|
|
2023
Q3 | $1.68M | Sell |
17,017
-29,018
| -63% | -$2.86M | 0.37% | 50 |
|
|
2023
Q2 | $5.1M | Buy |
46,035
+689
| +2% | +$76.3K | 1.07% | 23 |
|
|
2023
Q1 | $5.19M | Sell |
45,346
-4,688
| -9% | -$537K | 1.2% | 24 |
|
|
2022
Q4 | $5.41M | Buy |
+50,034
| New | +$5.41M | 1.24% | 20 |
|
|
2022
Q3 | – | Sell |
-28,720
| Closed | -$3.45M | – | 214 |
|
|
2022
Q2 | $3.45M | Buy |
28,720
+6,715
| +31% | +$807K | 0.92% | 28 |
|
|
2022
Q1 | $2.96M | Buy |
22,005
+7,661
| +53% | +$1.03M | 0.73% | 31 |
|
|
2021
Q4 | $2.13M | Buy |
14,344
+3,791
| +36% | +$563K | 0.54% | 35 |
|
|
2021
Q3 | $1.55M | Buy |
+10,553
| New | +$1.55M | 0.46% | 37 |
|