Roman Butler Fullerton & Co’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 | $327K | Buy |
+3,266
| New | +$327K | 0.1% | 180 |
|
|
2024
Q4 | – | Sell |
-8,930
| Closed | -$949K | – | 264 |
|
|
2024
Q3 | $949K | Buy |
8,930
+3,217
| +56% | +$342K | 0.29% | 86 |
|
|
2024
Q2 | $590K | Sell |
5,713
-1,458
| -20% | -$151K | 0.19% | 112 |
|
|
2024
Q1 | $714K | Buy |
7,171
+1,841
| +35% | +$183K | 0.27% | 93 |
|
|
2023
Q4 | $556K | Buy |
+5,330
| New | +$556K | 0.22% | 113 |
|
|
2023
Q1 | – | Sell |
-2,200
| Closed | -$251K | – | 210 |
|
|
2022
Q4 | $251K | Buy |
+2,200
| New | +$251K | 0.13% | 173 |
|