Simplicity Wealth’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 | $8.94M | Buy |
88,014
+54,754
| +165% | +$5.56M | 0.37% | 61 |
|
|
2025
Q1 | $3.45M | Buy |
+33,260
| New | +$3.45M | 0.27% | 89 |
|
|
2024
Q4 | – | Sell |
-34,238
| Closed | -$3.74M | – | 498 |
|
|
2024
Q3 | $3.74M | Sell |
34,238
-265,114
| -89% | -$29M | 0.35% | 65 |
|
|
2024
Q2 | $30.7M | Buy |
299,352
+293,832
| +5,323% | +$30.2M | 0.69% | 24 |
|
|
2024
Q1 | $580K | Buy |
5,520
+3,541
| +179% | +$372K | 0.01% | 677 |
|
|
2023
Q4 | $214K | Buy |
+1,979
| New | +$214K | 0.08% | 168 |
|
|
2023
Q3 | – | Sell |
-3,462
| Closed | -$383K | – | 102 |
|
|
2023
Q2 | $383K | Buy |
3,462
+668
| +24% | +$74K | 0.24% | 52 |
|
|
2023
Q1 | $320K | Buy |
+2,794
| New | +$320K | 0.21% | 51 |
|