United Capital Financial Advisors’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
Q3 | $62.5M | Buy |
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|
2025
Q2 | $52.1M | Buy |
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|
2025
Q1 | $38.6M | Buy |
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|
2024
Q4 | $239K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $231K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $369K | Sell |
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|
2022
Q4 | $480K | Sell |
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|
2022
Q3 | $590K | Buy |
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|
2022
Q2 | $630K | Sell |
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|
2022
Q1 | $826K | Buy |
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|
2021
Q4 | $763K | Sell |
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|
2021
Q3 | $768K | Sell |
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|
2021
Q2 | $773K | Sell |
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|
2021
Q1 | $780K | Sell |
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|
2020
Q4 | $927K | Sell |
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|
2020
Q3 | $986K | Sell |
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|
2020
Q2 | $1.03M | Sell |
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|
2020
Q1 | $1.12M | Sell |
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|
2019
Q4 | $1.06M | Sell |
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|
2019
Q3 | $1.18M | Sell |
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|
2019
Q2 | $1.27M | Sell |
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|
2019
Q1 | $1.54M | Sell |
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|
2018
Q4 | $5.78M | Sell |
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|
2018
Q3 | $8.97M | Sell |
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|
2018
Q2 | $17.4M | Buy |
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|
2018
Q1 | $15.9M | Sell |
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|
2017
Q4 | $27.9M | Sell |
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|
2017
Q3 | $89.3M | Buy |
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|
2017
Q2 | $18.8M | Sell |
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|
2017
Q1 | $33.3M | Buy |
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|
2016
Q4 | $4.17M | Sell |
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|
2016
Q3 | $6.49M | Sell |
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|
2016
Q2 | $8.75M | Buy |
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|
2016
Q1 | $1.24M | Sell |
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|
2015
Q4 | $2.17M | Buy |
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|
2015
Q3 | $812K | Sell |
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|
2015
Q2 | $1.11M | Buy |
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|
2015
Q1 | $859K | Sell |
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|
2014
Q4 | $871K | Sell |
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|
2014
Q3 | $5M | Sell |
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|
2014
Q2 | $6.11M | Sell |
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|
2014
Q1 | $6.57M | Sell |
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|
2013
Q4 | $6.72M | Sell |
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|
2013
Q3 | $7.34M | Buy |
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|
2013
Q2 | $6.75M | Buy |
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