WealthPlan Investment Management’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
$658K Buy
+6,477
New +$658K 0.05% 215
2023
Q1
Sell
-6,363
Closed -$714K 569
2022
Q4
$714K Buy
6,363
+1,518
+31% +$170K 0.05% 209
2022
Q3
$559K Buy
+4,845
New +$559K 0.04% 230
2022
Q1
$283K Buy
+2,283
New +$283K 0.02% 326