BerganKDV 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
Q2
$172K Buy
1,554
+42
+3% +$4.65K 0.02% 239
2023
Q1
$173K Buy
1,512
+6
+0.4% +$687 0.02% 245
2022
Q4
$163K Sell
1,506
-29
-2% -$3.14K 0.02% 249
2022
Q3
$167K Buy
+1,535
New +$167K 0.02% 241