Baker Tilly 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
Q3
Sell
-1,830
Closed -$203K 543
2023
Q2
$203K Sell
1,830
-1,405
-43% -$156K 0.02% 524
2023
Q1
$371K Buy
3,235
+1,283
+66% +$147K 0.04% 405
2022
Q4
$211K Buy
+1,952
New +$211K 0.03% 498