Accel Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-20
| Closed | -$2.29K | – | 793 |
|
2023
Q1 | $2.29K | Sell |
20
-66
| -77% | -$7.56K | ﹤0.01% | 1096 |
|
2022
Q4 | $9.3K | Hold |
86
| – | – | ﹤0.01% | 724 |
|
2022
Q3 | $9K | Buy |
86
+20
| +30% | +$2.09K | ﹤0.01% | 767 |
|
2022
Q2 | $8K | Hold |
66
| – | – | ﹤0.01% | 749 |
|
2022
Q1 | $9K | Hold |
66
| – | – | ﹤0.01% | 728 |
|
2021
Q4 | $10K | Hold |
66
| – | – | ﹤0.01% | 716 |
|
2021
Q3 | $10K | Hold |
66
| – | – | 0.01% | 646 |
|
2021
Q2 | $10K | Hold |
66
| – | – | 0.01% | 698 |
|
2021
Q1 | $9K | Sell |
66
-165
| -71% | -$22.5K | 0.01% | 680 |
|
2020
Q4 | $37K | Buy |
+231
| New | +$37K | 0.03% | 356 |
|