Vertex Planning 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 | $3.55M | Buy |
34,895
+18,549
| +113% | +$1.88M | 0.74% | 30 |
|
|
2025
Q1 | $1.7M | Buy |
+16,346
| New | +$1.7M | 0.37% | 47 |
|
|
2023
Q3 | – | Sell |
-2,112
| Closed | -$234K | – | 141 |
|
|
2023
Q2 | $234K | Buy |
2,112
+84
| +4% | +$9.31K | 0.08% | 121 |
|
|
2023
Q1 | $232K | Sell |
2,028
-269
| -12% | -$30.8K | 0.09% | 109 |
|
|
2022
Q4 | $249K | Buy |
+2,297
| New | +$249K | 0.1% | 129 |
|