Beacon Bridge Wealth Partners’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
-2,003
Closed -$217K 112
2023
Q4
$217K Sell
2,003
-217
-10% -$23.5K 0.11% 97
2023
Q3
$219K Sell
2,220
-127
-5% -$12.5K 0.12% 90
2023
Q2
$260K Buy
2,347
+74
+3% +$8.2K 0.13% 78
2023
Q1
$260K Buy
+2,273
New +$260K 0.16% 76