ShoreHaven Wealth Partners’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 | $2.07M | Buy |
20,350
+6,179
| +44% | +$628K | 0.85% | 32 |
|
|
2025
Q1 | $1.47M | Sell |
14,171
-4,764
| -25% | -$494K | 0.7% | 38 |
|
|
2024
Q4 | $1.88M | Buy |
18,935
+2,760
| +17% | +$275K | 0.89% | 24 |
|
|
2024
Q3 | $1.77M | Sell |
16,175
-2,271
| -12% | -$248K | 0.85% | 28 |
|
|
2024
Q2 | $1.89M | Buy |
18,446
+4,157
| +29% | +$427K | 1% | 24 |
|
|
2024
Q1 | $1.5M | Sell |
14,289
-416
| -3% | -$43.7K | 0.83% | 31 |
|
|
2023
Q4 | $1.59M | Buy |
14,705
+4,635
| +46% | +$502K | 0.97% | 27 |
|
|
2023
Q3 | $992K | Sell |
10,070
-53
| -0.5% | -$5.22K | 0.68% | 32 |
|
|
2023
Q2 | $1.12M | Sell |
10,123
-999
| -9% | -$111K | 0.75% | 31 |
|
|
2023
Q1 | $1.27M | Sell |
11,122
-4,096
| -27% | -$469K | 0.89% | 28 |
|
|
2022
Q4 | $1.65M | Buy |
+15,218
| New | +$1.65M | 1.16% | 24 |
|
|
2022
Q3 | – | Sell |
-15,187
| Closed | -$1.82M | – | 82 |
|
|
2022
Q2 | $1.82M | Buy |
+15,187
| New | +$1.82M | 1.31% | 21 |
|