Venturi Wealth Management’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
$1.4M Buy
2025
Q2
$1.29M Buy
2025
Q1
$1.31M Buy
2024
Q4
$489K Sell
2024
Q3
$565K Sell
2024
Q2
$777K Sell
2024
Q1
$943K Buy
2023
Q4
$868K Buy
2023
Q3
$771K Sell
2023
Q2
$1.98M Buy
2023
Q1
$1.76M Sell
2022
Q4
$3.29M Buy
2022
Q3
$3.1M Buy
2022
Q2
$1.04M Buy
2022
Q1
$1.13M Buy
2021
Q4
$662K Sell
2021
Q3
$773K Buy
2021
Q2
$576K Sell
2021
Q1
$1.07M Buy