Pettinga Financial Advisors’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 | $7.44M | Buy |
73,196
+37,539
| +105% | +$3.81M | 1.63% | 21 |
|
2025
Q1 | $3.7M | Buy |
+35,657
| New | +$3.7M | 0.87% | 31 |
|
2023
Q3 | – | Sell |
-40,385
| Closed | -$4.47M | – | 112 |
|
2023
Q2 | $4.47M | Sell |
40,385
-11
| -0% | -$1.22K | 1.33% | 21 |
|
2023
Q1 | $4.63M | Buy |
40,396
+8,719
| +28% | +$999K | 1.44% | 20 |
|
2022
Q4 | $3.43M | Buy |
31,677
+8,513
| +37% | +$921K | 1.12% | 24 |
|
2022
Q3 | $2.52M | Sell |
23,164
-14,506
| -39% | -$1.58M | 0.87% | 26 |
|
2022
Q2 | $4.53M | Buy |
37,670
+20,769
| +123% | +$2.5M | 1.36% | 20 |
|
2022
Q1 | $2.28M | Buy |
+16,901
| New | +$2.28M | 0.57% | 38 |
|