Transamerica Financial 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 | $563 | Hold |
6
| – | – | ﹤0.01% | 430 |
|
|
2025
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 552 |
|
|
2024
Q4 | $1K | Sell |
6
-5
| -45% | -$833 | ﹤0.01% | 548 |
|
|
2024
Q3 | $2K | Sell |
11
-177
| -94% | -$32.2K | ﹤0.01% | 414 |
|
|
2024
Q2 | $20K | Hold |
188
| – | – | ﹤0.01% | 299 |
|
|
2024
Q1 | $20K | Sell |
188
-4
| -2% | -$426 | ﹤0.01% | 330 |
|
|
2023
Q4 | $21K | Sell |
192
-13,436
| -99% | -$1.47M | ﹤0.01% | 310 |
|
|
2023
Q3 | $1.34M | Buy |
13,628
+103
| +0.8% | +$10.1K | 0.18% | 101 |
|
|
2023
Q2 | $1.5M | Sell |
13,525
-138
| -1% | -$15.3K | 0.19% | 95 |
|
|
2023
Q1 | $1.57M | Buy |
13,663
+126
| +0.9% | +$14.4K | 0.21% | 87 |
|
|
2022
Q4 | $1.47M | Buy |
+13,537
| New | +$1.47M | 0.21% | 89 |
|
|
2019
Q3 | – | Sell |
-9,714
| Closed | -$1.39M | – | 478 |
|
|
2019
Q2 | $1.39M | Buy |
+9,714
| New | +$1.39M | 0.3% | 77 |
|
|
2018
Q4 | – | Sell |
-14,337
| Closed | -$1.84M | – | 532 |
|
|
2018
Q3 | $1.84M | Buy |
+14,337
| New | +$1.84M | 0.39% | 65 |
|
|
2018
Q2 | – | Sell |
-1
| Closed | -$1K | – | 534 |
|
|
2018
Q1 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 422 |
|
|
2017
Q4 | – | Sell |
-12,348
| Closed | -$1.69M | – | 448 |
|
|
2017
Q3 | $1.69M | Buy |
+12,348
| New | +$1.69M | 0.21% | 122 |
|
|
2016
Q2 | – | Sell |
-21,315
| Closed | -$3.02M | – | 680 |
|
|
2016
Q1 | $3.02M | Buy |
21,315
+21,225
| +23,583% | +$3M | 0.26% | 86 |
|
|
2015
Q4 | $13K | Sell |
90
-117
| -57% | -$16.9K | ﹤0.01% | 570 |
|
|
2015
Q3 | $29K | Sell |
207
-13
| -6% | -$1.82K | ﹤0.01% | 458 |
|
|
2015
Q2 | $30K | Buy |
220
+203
| +1,194% | +$27.7K | ﹤0.01% | 517 |
|
|
2015
Q1 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 742 |
|