Regal Investment 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 | $7.41M | Buy |
72,900
+15,686
| +27% | +$1.59M | 0.56% | 46 |
|
2025
Q1 | $5.94M | Buy |
57,214
+21,907
| +62% | +$2.27M | 0.48% | 54 |
|
2024
Q4 | $3.51M | Sell |
35,307
-9,912
| -22% | -$987K | 0.26% | 107 |
|
2024
Q3 | $4.94M | Buy |
45,219
+32,512
| +256% | +$3.55M | 0.35% | 88 |
|
2024
Q2 | $1.3M | Buy |
12,707
+100
| +0.8% | +$10.3K | 0.09% | 218 |
|
2024
Q1 | $1.32M | Buy |
12,607
+9,398
| +293% | +$987K | 0.09% | 214 |
|
2023
Q4 | $347K | Buy |
+3,209
| New | +$347K | 0.03% | 393 |
|
2023
Q3 | – | Sell |
-15,210
| Closed | -$1.68M | – | 534 |
|
2023
Q2 | $1.68M | Buy |
15,210
+2,839
| +23% | +$314K | 0.14% | 159 |
|
2023
Q1 | $1.42M | Buy |
12,371
+1,635
| +15% | +$187K | 0.13% | 167 |
|
2022
Q4 | $1.16M | Buy |
10,736
+601
| +6% | +$65K | 0.11% | 176 |
|
2022
Q3 | $1.1M | Buy |
10,135
+2,903
| +40% | +$316K | 0.12% | 168 |
|
2022
Q2 | $869K | Buy |
7,232
+1,448
| +25% | +$174K | 0.09% | 209 |
|
2022
Q1 | $778K | Buy |
5,784
+3,210
| +125% | +$432K | 0.07% | 250 |
|
2021
Q4 | $382K | Buy |
2,574
+198
| +8% | +$29.4K | 0.03% | 378 |
|
2021
Q3 | $349K | Buy |
+2,376
| New | +$349K | 0.03% | 391 |
|