CWA
Clarus Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.4M | Buy |
24,116
+2,583
| +12% | +$257K | 1.11% | 21 |
|
2025
Q1 | $2.18M | Buy |
21,533
+8,643
| +67% | +$877K | 1.17% | 21 |
|
2024
Q4 | $1.26M | Buy |
12,890
+1,510
| +13% | +$147K | 0.63% | 42 |
|
2024
Q3 | $1.21M | Buy |
+11,380
| New | +$1.21M | 0.62% | 42 |
|
2023
Q2 | $2.31M | Buy |
21,605
+3,090
| +17% | +$331K | 1.4% | 17 |
|
2023
Q1 | $2.16M | Buy |
18,515
+569
| +3% | +$66.2K | 1.36% | 18 |
|
2022
Q4 | $2.01M | Buy |
+17,946
| New | +$2.01M | 1.32% | 23 |
|