Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $470K | Buy |
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|
2025
Q2 | $364K | Buy |
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|
2025
Q1 | $273K | Sell |
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|
2024
Q4 | $298K | Buy |
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|
2024
Q3 | $311K | Sell |
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|
2024
Q2 | $323K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $727K | Sell |
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|
2023
Q1 | $882K | Buy |
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|
2022
Q4 | $802K | Buy |
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|
2022
Q3 | $625K | Buy |
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|
2022
Q2 | $363K | Sell |
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|
2022
Q1 | $414K | Buy |
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|
2021
Q4 | $452K | Buy |
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|
2021
Q3 | $340K | Buy |
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