Perigon Wealth 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 | $726K | Buy |
7,143
+1,102
| +18% | +$112K | 0.02% | 573 |
|
|
2025
Q1 | $627K | Sell |
6,041
-3,203
| -35% | -$332K | 0.02% | 574 |
|
|
2024
Q4 | $916K | Sell |
9,244
-4,158
| -31% | -$412K | 0.02% | 466 |
|
|
2024
Q3 | $1.47M | Sell |
13,402
-743
| -5% | -$81.2K | 0.04% | 338 |
|
|
2024
Q2 | $1.45M | Sell |
14,145
-756
| -5% | -$77.6K | 0.04% | 296 |
|
|
2024
Q1 | $1.57M | Buy |
14,901
+12,840
| +623% | +$1.35M | 0.05% | 283 |
|
|
2023
Q4 | $223K | Sell |
2,061
-86
| -4% | -$9.31K | 0.01% | 756 |
|
|
2023
Q3 | $211K | Sell |
2,147
-10,484
| -83% | -$1.03M | 0.01% | 716 |
|
|
2023
Q2 | $1.4M | Buy |
+12,631
| New | +$1.4M | 0.06% | 255 |
|
|
2021
Q1 | – | Sell |
-234
| Closed | -$37K | – | 971 |
|
|
2020
Q4 | $37K | Buy |
+234
| New | +$37K | ﹤0.01% | 836 |
|