Peak Financial Management’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 | $695K | Sell |
6,836
-3,873
| -36% | -$394K | 0.2% | 51 |
|
|
2025
Q1 | $1.11M | Sell |
10,709
-586
| -5% | -$60.8K | 0.33% | 38 |
|
|
2024
Q4 | $1.12M | Buy |
11,295
+1,690
| +18% | +$168K | 0.34% | 39 |
|
|
2024
Q3 | $1.05M | Buy |
9,605
+6
| +0.1% | +$656 | 0.31% | 41 |
|
|
2024
Q2 | $986K | Buy |
9,599
+1,684
| +21% | +$173K | 0.31% | 42 |
|
|
2024
Q1 | $831K | Buy |
7,915
+3
| +0% | +$315 | 0.26% | 42 |
|
|
2023
Q4 | $857K | Buy |
+7,912
| New | +$857K | 0.29% | 41 |
|