Tru Independence Asset Management 2’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,522
Closed -$351K 96
2024
Q4
$351K Hold
3,522
0.29% 60
2024
Q3
$385K Buy
+3,522
New +$378K 0.32% 53

Other funds holding TLH

Tru Independence Asset Management 2's TLH Position: Q1 2025 in Review

Tru Independence Asset Management 2 sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2025, closing a stake of 3,522 shares — an estimated $351K sold.

Tru Independence Asset Management 2 first reported a position in TLH in Q3 2024 and held it in 2 quarters. The position peaked at $385K in Q3 2024. 522 funds tracked by Wall St. Rank hold TLH as of Q1 2025.

  • Tru Independence Asset Management 2 reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 3,522 iShares 10-20 Year Treasury Bond ETF shares in Q1 2025, an estimated $351K.
  • Tru Independence Asset Management 2 first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2024 and held it in 2 quarters.
  • Tru Independence Asset Management 2's iShares 10-20 Year Treasury Bond ETF position peaked at $385K in Q3 2024.
  • 522 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2025.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2025, filed 30 Apr 2025.