West Wealth Group’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 | $1.88M | Buy |
18,497
+2,478
| +15% | +$251K | 0.47% | 29 |
|
|
2025
Q1 | $1.67M | Sell |
16,019
-1,293
| -7% | -$135K | 0.49% | 27 |
|
|
2024
Q4 | $1.72M | Buy |
17,312
+4,703
| +37% | +$468K | 0.51% | 25 |
|
|
2024
Q3 | $1.38M | Buy |
12,609
+1,545
| +14% | +$169K | 0.45% | 27 |
|
|
2024
Q2 | $1.14M | Sell |
11,064
-1,983
| -15% | -$204K | 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% | +$6.54K | 0.74% | 17 |
|
|
2023
Q1 | $1.8M | Sell |
15,685
-4,737
| -23% | -$543K | 0.83% | 16 |
|
|
2022
Q4 | $2.21M | Buy |
20,422
+4,495
| +28% | +$486K | 1.1% | 16 |
|
|
2022
Q3 | $1.74M | Sell |
15,927
-1,129
| -7% | -$123K | 0.88% | 16 |
|
|
2022
Q2 | $2.05M | Sell |
17,056
-3,458
| -17% | -$415K | 0.95% | 18 |
|
|
2022
Q1 | $2.76M | Sell |
20,514
-2,343
| -10% | -$315K | 1.1% | 18 |
|
|
2021
Q4 | $3.39M | Buy |
+22,857
| New | +$3.39M | 1.28% | 19 |
|