Vertex Planning Partners’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
$3.57M Sell
2025
Q2
$3.55M Buy
2025
Q1
$1.7M Buy
2023
Q3
Sell
2023
Q2
$234K Buy
2023
Q1
$232K Sell
2022
Q4
$249K Buy