Strategic Investment Advisors’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 | $1.27M | Sell |
12,475
-710
| -5% | -$72K | 0.12% | 83 |
|
2025
Q1 | $1.37M | Buy |
13,185
+469
| +4% | +$48.7K | 0.15% | 82 |
|
2024
Q4 | $1.27M | Buy |
12,716
+1,462
| +13% | +$146K | 0.13% | 90 |
|
2024
Q3 | $1.23M | Buy |
11,254
+4,909
| +77% | +$537K | 0.13% | 94 |
|
2024
Q2 | $652K | Buy |
6,345
+1,361
| +27% | +$140K | 0.08% | 150 |
|
2024
Q1 | $523K | Buy |
+4,984
| New | +$523K | 0.07% | 171 |
|
2020
Q4 | – | Sell |
-1,383
| Closed | -$231K | – | 211 |
|
2020
Q3 | $231K | Sell |
1,383
-223
| -14% | -$37.2K | 0.08% | 165 |
|
2020
Q2 | $269K | Buy |
+1,606
| New | +$269K | 0.1% | 141 |
|