Simplicity Wealth’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
2026 Q1	$3.95M	Sell	39,202 -2,757	-7%	-$282K	0.22%	102
2025 Q4	$4.27M	Sell	41,959 -3,005	-7%	-$310K	0.25%	90
2025 Q3	$4.63M	Sell	44,964 -43,050	-49%	-$4.35M	0.27%	83
2025 Q2	$8.94M	Buy	88,014 +54,754	+165%	+$5.49M	0.37%	61
2025 Q1	$3.45M	Buy	+33,260	New	+$3.37M	0.27%	89
2024 Q4	–	Sell	-34,238	Closed	-$3.74M	–	498
2024 Q3	$3.74M	Sell	34,238 -265,114	-89%	-$28.4M	0.35%	65
2024 Q2	$30.7M	Buy	299,352 +293,832	+5,323%	+$29.9M	0.69%	24
2024 Q1	$580K	Buy	5,520 +3,541	+179%	+$371K	0.01%	677
2023 Q4	$214K	Buy	+1,979	New	+$198K	0.08%	168
2023 Q3	–	Sell	-3,462	Closed	-$383K	–	102
2023 Q2	$383K	Buy	3,462 +668	+24%	+$74.9K	0.24%	52
2023 Q1	$320K	Buy	+2,794	New	+$314K	0.21%	51