Richardson Financial Services’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 | $55.7K | Sell |
550
-521
| -49% | -$52.8K | 0.04% | 244 |
|
|
2025
Q1 | $111K | Sell |
1,071
-142
| -12% | -$14.7K | 0.08% | 179 |
|
|
2024
Q4 | $121K | Buy |
1,213
+102
| +9% | +$10.2K | 0.09% | 178 |
|
|
2024
Q3 | $114K | Hold |
1,111
| – | – | 0.07% | 193 |
|
|
2024
Q2 | $114K | Sell |
1,111
-323
| -23% | -$33.2K | 0.08% | 181 |
|
|
2024
Q1 | $151K | Buy |
1,434
+485
| +51% | +$50.9K | 0.11% | 165 |
|
|
2023
Q4 | $103K | Buy |
+949
| New | +$103K | 0.09% | 171 |
|