OneDigital 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 | $9.65M | Buy |
94,946
+31,697
| +50% | +$3.22M | 0.11% | 164 |
|
|
2025
Q1 | $6.56M | Sell |
63,249
-9,718
| -13% | -$1.01M | 0.08% | 197 |
|
|
2024
Q4 | $7.26M | Buy |
72,967
+13,275
| +22% | +$1.32M | 0.08% | 184 |
|
|
2024
Q3 | $6.53M | Buy |
59,692
+2,208
| +4% | +$241K | 0.07% | 208 |
|
|
2024
Q2 | $5.9M | Sell |
57,484
-18,654
| -25% | -$1.92M | 0.07% | 206 |
|
|
2024
Q1 | $8M | Buy |
76,138
+10,705
| +16% | +$1.12M | 0.13% | 154 |
|
|
2023
Q4 | $7.08M | Buy |
65,433
+17,879
| +38% | +$1.94M | 0.12% | 150 |
|
|
2023
Q3 | $4.68M | Buy |
47,554
+33,735
| +244% | +$3.32M | 0.1% | 159 |
|
|
2023
Q2 | $1.53M | Buy |
13,819
+5,529
| +67% | +$612K | 0.03% | 326 |
|
|
2023
Q1 | $950K | Sell |
8,290
-81,338
| -91% | -$9.32M | 0.02% | 401 |
|
|
2022
Q4 | $9.7M | Buy |
89,628
+77,916
| +665% | +$8.43M | 0.28% | 77 |
|
|
2022
Q3 | $1.28M | Buy |
+11,712
| New | +$1.28M | 0.05% | 252 |
|