Theory Financial’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 | $611K | Buy |
6,080
+1,518
| +33% | +$153K | 0.23% | 59 |
|
2025
Q1 | $473K | Sell |
4,562
-910
| -17% | -$94.4K | 0.2% | 57 |
|
2024
Q4 | $545K | Buy |
5,472
+133
| +2% | +$13.2K | 0.23% | 53 |
|
2024
Q3 | $553K | Buy |
5,339
+452
| +9% | +$46.8K | 0.24% | 46 |
|
2024
Q2 | $502K | Buy |
4,887
+262
| +6% | +$26.9K | 0.24% | 50 |
|
2024
Q1 | $486K | Buy |
4,625
+716
| +18% | +$75.2K | 0.25% | 53 |
|
2023
Q4 | $423K | Buy |
+3,909
| New | +$423K | 0.23% | 50 |
|