Perigon Wealth Management’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 | $789K | Buy |
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2025
Q2 | $726K | Buy |
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|
2025
Q1 | $627K | Sell |
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|
2024
Q4 | $916K | Sell |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.45M | Sell |
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|
2024
Q1 | $1.57M | Buy |
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|
2023
Q4 | $223K | Sell |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $1.4M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $37K | Buy |
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