West Wealth Group’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
2026 Q1	–	Sell	-25,837	Closed	-$2.63M	–	141
2025 Q4	$2.63M	Buy	25,837 +4,720	+22%	+$487K	0.55%	28
2025 Q3	$2.2M	Buy	21,117 +2,620	+14%	+$265K	0.5%	29
2025 Q2	$1.88M	Buy	18,497 +2,478	+15%	+$249K	0.47%	29
2025 Q1	$1.67M	Sell	16,019 -1,293	-7%	-$131K	0.49%	27
2024 Q4	$1.72M	Buy	17,312 +4,703	+37%	+$487K	0.51%	25
2024 Q3	$1.38M	Buy	12,609 +1,545	+14%	+$166K	0.45%	27
2024 Q2	$1.14M	Sell	11,064 -1,983	-15%	-$202K	0.4%	29
2024 Q1	$1.37M	Buy	+13,047	New	+$1.37M	0.51%	29
2023 Q3	–	Sell	-15,744	Closed	-$1.74M	–	82
2023 Q2	$1.74M	Buy	15,744 +59	+0.4%	+$6.62K	0.74%	17
2023 Q1	$1.8M	Sell	15,685 -4,737	-23%	-$533K	0.83%	16
2022 Q4	$2.21M	Buy	20,422 +4,495	+28%	+$487K	1.1%	16
2022 Q3	$1.74M	Sell	15,927 -1,129	-7%	-$134K	0.88%	16
2022 Q2	$2.05M	Sell	17,056 -3,458	-17%	-$424K	0.95%	18
2022 Q1	$2.76M	Sell	20,514 -2,343	-10%	-$328K	1.1%	18
2021 Q4	$3.39M	Buy	+22,857	New	+$3.38M	1.28%	19