Sowell Financial Services’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 | $266K | Buy |
2,621
+308
| +13% | +$31.3K | 0.01% | 844 |
|
|
2025
Q1 | $240K | Buy |
+2,313
| New | +$240K | 0.01% | 859 |
|
|
2023
Q2 | – | Sell |
-4,318
| Closed | -$495K | – | 804 |
|
|
2023
Q1 | $495K | Buy |
+4,318
| New | +$495K | 0.04% | 433 |
|
|
2021
Q2 | – | Sell |
-192
| Closed | -$28K | – | 2509 |
|
|
2021
Q1 | $28K | Sell |
192
-12
| -6% | -$1.75K | ﹤0.01% | 1907 |
|
|
2020
Q4 | $33K | Buy |
204
+164
| +410% | +$26.5K | ﹤0.01% | 1548 |
|
|
2020
Q3 | $7K | Hold |
40
| – | – | ﹤0.01% | 1914 |
|
|
2020
Q2 | $7K | Sell |
40
-928
| -96% | -$162K | ﹤0.01% | 1812 |
|
|
2020
Q1 | $162K | Buy |
968
+846
| +693% | +$142K | 0.01% | 706 |
|
|
2019
Q4 | $18K | Buy |
+122
| New | +$18K | ﹤0.01% | 1480 |
|