Sequoia Financial Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$990K Buy
2025
Q2
$976K Sell
2025
Q1
$1.08M Sell
2024
Q4
$1.14M Sell
2024
Q3
$1.89M Sell
2024
Q2
$4.18M Sell
2024
Q1
$62M Buy
2023
Q4
$60.4M Buy
2023
Q3
$51M Buy
2023
Q2
$55.1M Buy
2023
Q1
$38.3M Buy
2022
Q4
$33.5M Buy
2014
Q4
Sell
2014
Q3
$238K Sell
2014
Q2
$238K Buy
2014
Q1
Sell
2013
Q4
$732K Buy