SHJ
Sharkey, Howes & Javer’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Buy |
139,722
+41,193
| +42% | +$4.19M | 1.9% | 16 |
|
|
2025
Q1 | $10.2M | Buy |
+98,529
| New | +$10.2M | 1.46% | 15 |
|
|
2023
Q3 | – | Sell |
-38,227
| Closed | -$4.23M | – | 117 |
|
|
2023
Q2 | $4.23M | Buy |
38,227
+3,389
| +10% | +$375K | 0.8% | 25 |
|
|
2023
Q1 | $3.99M | Sell |
34,838
-7,133
| -17% | -$817K | 0.86% | 25 |
|
|
2022
Q4 | $4.54M | Buy |
41,971
+2,465
| +6% | +$267K | 1.04% | 21 |
|
|
2022
Q3 | $4.3M | Buy |
39,506
+3,326
| +9% | +$362K | 0.94% | 26 |
|
|
2022
Q2 | $4.35M | Buy |
36,180
+5,274
| +17% | +$634K | 1.05% | 20 |
|
|
2022
Q1 | $4.16M | Buy |
30,906
+28,599
| +1,240% | +$3.85M | 0.95% | 23 |
|
|
2021
Q4 | $342K | Buy |
2,307
+281
| +14% | +$41.7K | 0.08% | 65 |
|
|
2021
Q3 | $298K | Buy |
+2,026
| New | +$298K | 0.08% | 67 |
|