Spire Wealth Management’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 | $1.44M | Sell |
14,198
-343
| -2% | -$34.8K | 0.05% | 296 |
|
|
2025
Q1 | $1.51M | Buy |
14,541
+511
| +4% | +$53K | 0.05% | 314 |
|
|
2024
Q4 | $1.4M | Buy |
14,030
+506
| +4% | +$50.4K | 0.04% | 317 |
|
|
2024
Q3 | $1.48M | Buy |
13,524
+6,399
| +90% | +$700K | 0.05% | 290 |
|
|
2024
Q2 | $732K | Buy |
7,125
+1,299
| +22% | +$133K | 0.03% | 410 |
|
|
2024
Q1 | $612K | Buy |
5,826
+5,173
| +792% | +$543K | 0.01% | 473 |
|
|
2023
Q4 | $68.3K | Buy |
653
+39
| +6% | +$4.08K | ﹤0.01% | 1102 |
|
|
2023
Q3 | $60.5K | Sell |
614
-10,564
| -95% | -$1.04M | ﹤0.01% | 1101 |
|
|
2023
Q2 | $1.24M | Buy |
11,178
+891
| +9% | +$98.7K | 0.05% | 309 |
|
|
2023
Q1 | $1.18M | Buy |
10,287
+4,066
| +65% | +$466K | 0.05% | 316 |
|
|
2022
Q4 | $673K | Buy |
6,221
+1,252
| +25% | +$135K | 0.04% | 297 |
|
|
2022
Q3 | $541K | Sell |
4,969
-5,284
| -52% | -$575K | 0.03% | 315 |
|
|
2022
Q2 | $1.23M | Sell |
10,253
-1,416
| -12% | -$170K | 0.05% | 291 |
|
|
2022
Q1 | $1.58M | Buy |
11,669
+7,774
| +200% | +$1.05M | 0.04% | 306 |
|
|
2021
Q4 | $578K | Buy |
3,895
+66
| +2% | +$9.79K | 0.01% | 643 |
|
|
2021
Q3 | $563K | Buy |
3,829
+615
| +19% | +$90.4K | 0.01% | 557 |
|
|
2021
Q2 | $472K | Buy |
3,214
+92
| +3% | +$13.5K | 0.01% | 624 |
|
|
2021
Q1 | $406K | Buy |
+3,122
| New | +$406K | 0.01% | 737 |
|