Triad Wealth Partners’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
$10.5M Buy
103,737
+43,108
+71% +$4.38M 2.13% 11
2025
Q1
$6.29M Buy
+60,629
New +$6.29M 1.96% 12
2024
Q3
Sell
-135
Closed -$13.9K 827
2024
Q2
$13.9K Buy
+135
New +$13.9K 0.01% 409