BWM
BCGM Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.03M | Buy |
59,338
+8,235
| +16% | +$837K | 1.7% | 13 |
|
|
2025
Q1 | $5.3M | Buy |
51,103
+46,768
| +1,079% | +$4.85M | 1.63% | 12 |
|
|
2024
Q4 | $431K | Sell |
4,335
-708
| -14% | -$70.5K | 0.14% | 102 |
|
|
2024
Q3 | $551K | Buy |
5,043
+2,067
| +69% | +$226K | 0.18% | 93 |
|
|
2024
Q2 | $306K | Buy |
+2,976
| New | +$306K | 0.11% | 123 |
|