BMS Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $455K | Sell |
4,112
-3,874
| -49% | -$429K | 0.3% | 51 |
|
|
2023
Q1 | $915K | Buy |
7,986
+6,509
| +441% | +$746K | 0.63% | 25 |
|
|
2022
Q4 | $219K | Sell |
1,477
-6,650
| -82% | -$987K | 0.15% | 91 |
|
|
2022
Q3 | $885K | Buy |
8,127
+6,622
| +440% | +$721K | 0.62% | 27 |
|
|
2022
Q2 | $223K | Sell |
1,505
-8,112
| -84% | -$1.2M | 0.15% | 92 |
|
|
2022
Q1 | $1.3M | Buy |
9,617
+8,112
| +539% | +$1.09M | 0.82% | 21 |
|
|
2021
Q4 | $223K | Buy |
+1,505
| New | +$223K | 0.14% | 90 |
|