Stratos Wealth 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
Q1 | – | Sell |
-24,030
| Closed | -$2.39M | – | 744 |
|
|
2024
Q4 | $2.39M | Buy |
24,030
+6,833
| +40% | +$680K | 0.11% | 181 |
|
|
2024
Q3 | $1.88M | Buy |
17,197
+5,386
| +46% | +$589K | 0.09% | 250 |
|
|
2024
Q2 | $1.21M | Buy |
11,811
+5,644
| +92% | +$580K | 0.06% | 300 |
|
|
2024
Q1 | $648K | Buy |
6,167
+119
| +2% | +$12.5K | 0.04% | 409 |
|
|
2023
Q4 | $655K | Buy |
6,048
+2,269
| +60% | +$246K | 0.04% | 409 |
|
|
2023
Q3 | $372K | Sell |
3,779
-4,739
| -56% | -$467K | 0.02% | 482 |
|
|
2023
Q2 | $944K | Buy |
8,518
+2,007
| +31% | +$222K | 0.07% | 316 |
|
|
2023
Q1 | $746K | Sell |
6,511
-717
| -10% | -$82.1K | 0.06% | 341 |
|
|
2022
Q4 | $782K | Buy |
7,228
+3,299
| +84% | +$357K | 0.07% | 325 |
|
|
2022
Q3 | $428K | Sell |
3,929
-6,266
| -61% | -$683K | 0.05% | 377 |
|
|
2022
Q2 | $1.23M | Sell |
10,195
-2,326
| -19% | -$279K | 0.11% | 232 |
|
|
2022
Q1 | $1.69M | Buy |
12,521
+6,262
| +100% | +$843K | 0.14% | 188 |
|
|
2021
Q4 | $929K | Buy |
6,259
+494
| +9% | +$73.3K | 0.07% | 295 |
|
|
2021
Q3 | $848K | Buy |
+5,765
| New | +$848K | 0.07% | 277 |
|