Plante Moran 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
Q1 | – | Sell |
-128
| Closed | -$12.7K | – | 974 |
|
|
2024
Q4 | $12.7K | Buy |
+128
| New | +$12.7K | ﹤0.01% | 546 |
|
|
2023
Q4 | – | Sell |
-325
| Closed | -$32K | – | 913 |
|
|
2023
Q3 | $32K | Buy |
+325
| New | +$32K | ﹤0.01% | 354 |
|
|
2022
Q3 | – | Sell |
-28
| Closed | -$3K | – | 1078 |
|
|
2022
Q2 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 782 |
|
|
2021
Q1 | – | Sell |
-31
| Closed | -$5K | – | 1140 |
|
|
2020
Q4 | $5K | Buy |
+31
| New | +$5K | ﹤0.01% | 704 |
|