RCS Financial Planning’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 | $1.29M | Buy |
12,715
+2,824
| +29% | +$287K | 0.64% | 32 |
|
|
2025
Q1 | $1.03M | Buy |
9,891
+7,650
| +341% | +$794K | 0.54% | 35 |
|
|
2024
Q4 | $223K | Buy |
+2,241
| New | +$223K | 0.12% | 75 |
|
|
2024
Q1 | – | Sell |
-2,017
| Closed | -$218K | – | 75 |
|
|
2023
Q4 | $218K | Buy |
+2,017
| New | +$218K | 0.14% | 61 |
|
|
2023
Q3 | – | Sell |
-4,160
| Closed | -$461K | – | 63 |
|
|
2023
Q2 | $461K | Buy |
4,160
+419
| +11% | +$46.4K | 0.38% | 39 |
|
|
2023
Q1 | $428K | Sell |
3,741
-379
| -9% | -$43.4K | 0.38% | 40 |
|
|
2022
Q4 | $446K | Buy |
+4,120
| New | +$446K | 0.43% | 37 |
|