Beam Wealth Advisors’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
Q4 | – | Sell |
-10,453
| Closed | -$1.14M | – | 107 |
|
|
2024
Q3 | $1.14M | Sell |
10,453
-3,937
| -27% | -$430K | 0.35% | 58 |
|
|
2024
Q2 | $1.48M | Sell |
14,390
-25,207
| -64% | -$2.59M | 0.49% | 45 |
|
|
2024
Q1 | $4.16M | Sell |
39,597
-5,464
| -12% | -$574K | 2.5% | 10 |
|
|
2023
Q4 | $4.88M | Sell |
45,061
-3,319
| -7% | -$359K | 3.09% | 9 |
|
|
2023
Q3 | $4.76M | Sell |
48,380
-14,004
| -22% | -$1.38M | 3.39% | 8 |
|
|
2023
Q2 | $6.91M | Buy |
62,384
+39,296
| +170% | +$4.35M | 4.8% | 5 |
|
|
2023
Q1 | $2.64M | Buy |
23,088
+289
| +1% | +$33.1K | 2.65% | 9 |
|
|
2022
Q4 | $2.47M | Buy |
+22,799
| New | +$2.47M | 2.57% | 10 |
|