Bridge Advisory’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
Q4 | – | Sell |
-82,483
| Closed | -$8.12M | – | 148 |
|
|
2023
Q3 | $8.12M | Buy |
82,483
+15,113
| +22% | +$1.49M | 2.85% | 7 |
|
|
2023
Q2 | $7.46M | Sell |
67,370
-10
| -0% | -$1.11K | 2.74% | 10 |
|
|
2023
Q1 | $7.72M | Sell |
67,380
-39,268
| -37% | -$4.5M | 2.98% | 8 |
|
|
2022
Q4 | $11.5M | Sell |
106,648
-29,138
| -21% | -$3.15M | 4.82% | 3 |
|
|
2022
Q3 | $14.8M | Buy |
135,786
+3,570
| +3% | +$389K | 7.21% | 2 |
|
|
2022
Q2 | $16M | Buy |
132,216
+8,348
| +7% | +$1.01M | 7.69% | 2 |
|
|
2022
Q1 | $16.7M | Buy |
123,868
+117,084
| +1,726% | +$15.8M | 7.28% | 2 |
|
|
2021
Q4 | $1.01M | Buy |
6,784
+2,514
| +59% | +$373K | 0.46% | 40 |
|
|
2021
Q3 | $628K | Hold |
4,270
| – | – | 0.31% | 45 |
|
|
2021
Q2 | $627K | Buy |
+4,270
| New | +$627K | 0.32% | 43 |
|