Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-28
| Closed | -$3.02K | – | 197 |
|
|
2023
Q4 | $3.02K | Hold |
28
| – | – | ﹤0.01% | 170 |
|
|
2023
Q3 | $2.75K | Sell |
28
-1,140
| -98% | -$112K | ﹤0.01% | 169 |
|
|
2023
Q2 | $129K | Buy |
1,168
+23
| +2% | +$2.55K | 0.1% | 98 |
|
|
2023
Q1 | $131K | Buy |
1,145
+122
| +12% | +$14K | 0.11% | 99 |
|
|
2022
Q4 | $111K | Sell |
1,023
-18
| -2% | -$1.95K | 0.1% | 102 |
|
|
2022
Q3 | $113K | Buy |
1,041
+104
| +11% | +$11.3K | 0.11% | 94 |
|
|
2022
Q2 | $113K | Buy |
937
+44
| +5% | +$5.31K | 0.1% | 97 |
|
|
2022
Q1 | $120K | Buy |
893
+501
| +128% | +$67.3K | 0.1% | 98 |
|
|
2021
Q4 | $58K | Buy |
+392
| New | +$58K | 0.05% | 115 |
|