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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Buy |
3,584
+952
| +36% | +$96.7K | 0.04% | 366 |
|
|
2025
Q1 | $273K | Sell |
2,632
-363
| -12% | -$37.7K | 0.04% | 395 |
|
|
2024
Q4 | $298K | Buy |
2,995
+146
| +5% | +$14.5K | 0.04% | 371 |
|
|
2024
Q3 | $311K | Sell |
2,849
-292
| -9% | -$31.9K | 0.04% | 375 |
|
|
2024
Q2 | $323K | Buy |
+3,141
| New | +$323K | 0.05% | 353 |
|
|
2023
Q3 | – | Sell |
-6,564
| Closed | -$727K | – | 487 |
|
|
2023
Q2 | $727K | Sell |
6,564
-1,140
| -15% | -$126K | 0.14% | 175 |
|
|
2023
Q1 | $882K | Buy |
7,704
+292
| +4% | +$33.4K | 0.18% | 132 |
|
|
2022
Q4 | $802K | Buy |
7,412
+1,680
| +29% | +$182K | 0.11% | 134 |
|
|
2022
Q3 | $625K | Buy |
5,732
+2,712
| +90% | +$296K | 0.15% | 162 |
|
|
2022
Q2 | $363K | Sell |
3,020
-57
| -2% | -$6.85K | 0.07% | 265 |
|
|
2022
Q1 | $414K | Buy |
3,077
+34
| +1% | +$4.58K | 0.07% | 262 |
|
|
2021
Q4 | $452K | Buy |
3,043
+733
| +32% | +$109K | 0.08% | 263 |
|
|
2021
Q3 | $340K | Buy |
+2,310
| New | +$340K | 0.06% | 313 |
|