Quotient Wealth Partners’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
$2.2M Sell
21,692
-27,030
-55% -$2.75M 0.06% 72
2025
Q1
$5.05M Sell
48,722
-1,224
-2% -$127K 0.16% 39
2024
Q4
$4.97M Buy
49,946
+7,728
+18% +$769K 0.16% 39
2024
Q3
$4.62M Sell
42,218
-648
-2% -$70.8K 0.15% 44
2024
Q2
$4.4M Buy
42,866
+39,710
+1,258% +$4.08M 0.15% 44
2024
Q1
$331K Buy
+3,156
New +$331K 0.01% 218