Stone House Investment 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 | $12.6M | Buy |
123,812
+35,567
| +40% | +$3.61M | 2.31% | 16 |
|
|
2025
Q1 | $9.16M | Buy |
88,245
+76,032
| +623% | +$7.89M | 1.86% | 16 |
|
|
2024
Q4 | $1.22M | Sell |
12,213
-612
| -5% | -$60.9K | 0.31% | 28 |
|
|
2024
Q3 | $1.4M | Sell |
12,825
-819
| -6% | -$89.5K | 0.29% | 27 |
|
|
2024
Q2 | $1.4M | Buy |
13,644
+439
| +3% | +$45.1K | 0.36% | 24 |
|
|
2024
Q1 | $1.39M | Buy |
13,205
+8,925
| +209% | +$937K | 0.33% | 27 |
|
|
2023
Q4 | $463K | Buy |
+4,280
| New | +$463K | 0.16% | 32 |
|
|
2023
Q3 | – | Sell |
-34,529
| Closed | -$3.82M | – | 379 |
|
|
2023
Q2 | $3.82M | Buy |
34,529
+737
| +2% | +$81.6K | 1.39% | 15 |
|
|
2023
Q1 | $3.87M | Sell |
33,792
-1,272
| -4% | -$146K | 1.31% | 16 |
|
|
2022
Q4 | $3.79M | Buy |
35,064
+7,130
| +26% | +$771K | 1.35% | 16 |
|
|
2022
Q3 | $3.04M | Buy |
27,934
+2,688
| +11% | +$293K | 1.41% | 15 |
|
|
2022
Q2 | $3.03M | Buy |
25,246
+4,501
| +22% | +$541K | 1.37% | 16 |
|
|
2022
Q1 | $2.79M | Buy |
20,745
+16,716
| +415% | +$2.25M | 0.95% | 19 |
|
|
2021
Q4 | $598K | Buy |
+4,029
| New | +$598K | 0.2% | 27 |
|