BMS Financial Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$455K Sell
2023
Q1
$915K Buy
2022
Q4
$219K Sell
2022
Q3
$885K Buy
2022
Q2
$223K Sell
2022
Q1
$1.29M Buy
2021
Q4
$223K Buy