Sigma Planning Corp’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 | $2.15M | Buy |
21,121
+1,720
| +9% | +$175K | 0.06% | 289 |
|
|
2025
Q1 | $2.01M | Buy |
19,401
+5,201
| +37% | +$540K | 0.06% | 281 |
|
|
2024
Q4 | $1.41M | Sell |
14,200
-453
| -3% | -$45.1K | 0.04% | 374 |
|
|
2024
Q3 | $1.6M | Buy |
14,653
+6,157
| +72% | +$673K | 0.05% | 355 |
|
|
2024
Q2 | $873K | Buy |
8,496
+2,706
| +47% | +$278K | 0.03% | 520 |
|
|
2024
Q1 | $608K | Buy |
+5,790
| New | +$608K | 0.02% | 680 |
|
|
2023
Q4 | – | Sell |
-11,899
| Closed | -$1.17M | – | 1141 |
|
|
2023
Q3 | $1.17M | Buy |
11,899
+3,755
| +46% | +$370K | 0.04% | 408 |
|
|
2023
Q2 | $902K | Sell |
8,144
-4,536
| -36% | -$502K | 0.03% | 499 |
|
|
2023
Q1 | $1.45M | Buy |
12,680
+5,778
| +84% | +$662K | 0.05% | 381 |
|
|
2022
Q4 | $747K | Buy |
6,902
+838
| +14% | +$90.7K | 0.03% | 598 |
|
|
2022
Q3 | $661K | Buy |
6,064
+1,778
| +41% | +$194K | 0.03% | 617 |
|
|
2022
Q2 | $515K | Sell |
4,286
-944
| -18% | -$113K | 0.02% | 735 |
|
|
2022
Q1 | $704K | Buy |
5,230
+3,608
| +222% | +$486K | 0.02% | 685 |
|
|
2021
Q4 | $241K | Buy |
+1,622
| New | +$241K | 0.01% | 1176 |
|
|
2019
Q4 | – | Sell |
-5,785
| Closed | -$865K | – | 1085 |
|
|
2019
Q3 | $865K | Buy |
+5,785
| New | +$865K | 0.04% | 412 |
|