Sequoia Financial 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 | $976K | Sell |
9,609
-799
| -8% | -$81.2K | 0.01% | 695 |
|
|
2025
Q1 | $1.08M | Sell |
10,408
-1,060
| -9% | -$110K | 0.01% | 594 |
|
|
2024
Q4 | $1.14M | Sell |
11,468
-5,845
| -34% | -$582K | 0.01% | 544 |
|
|
2024
Q3 | $1.89M | Sell |
17,313
-23,362
| -57% | -$2.55M | 0.02% | 389 |
|
|
2024
Q2 | $4.18M | Sell |
40,675
-549,404
| -93% | -$56.4M | 0.05% | 212 |
|
|
2024
Q1 | $62M | Buy |
590,079
+32,211
| +6% | +$3.38M | 0.77% | 25 |
|
|
2023
Q4 | $60.4M | Buy |
557,868
+39,817
| +8% | +$4.31M | 0.75% | 27 |
|
|
2023
Q3 | $51M | Buy |
518,051
+20,689
| +4% | +$2.04M | 0.89% | 24 |
|
|
2023
Q2 | $55.1M | Buy |
497,362
+163,226
| +49% | +$18.1M | 0.95% | 25 |
|
|
2023
Q1 | $38.3M | Buy |
334,136
+24,242
| +8% | +$2.78M | 0.85% | 24 |
|
|
2022
Q4 | $33.5M | Buy |
+309,894
| New | +$33.5M | 0.82% | 24 |
|
|
2014
Q4 | – | Sell |
-1,823
| Closed | -$238K | – | 171 |
|
|
2014
Q3 | $238K | Sell |
1,823
-21
| -1% | -$2.74K | 0.17% | 135 |
|
|
2014
Q2 | $238K | Buy |
+1,844
| New | +$238K | 0.18% | 132 |
|
|
2014
Q1 | – | Sell |
-6,050
| Closed | -$732K | – | 163 |
|
|
2013
Q4 | $732K | Buy |
+6,050
| New | +$732K | 0.61% | 40 |
|