Clearview Wealth 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
Q3 | – | Sell |
-208
| Closed | -$23K | – | 585 |
|
|
2023
Q2 | $23K | Sell |
208
-6
| -3% | -$663 | 0.02% | 265 |
|
|
2023
Q1 | $24.6K | Sell |
214
-574
| -73% | -$66K | 0.02% | 250 |
|
|
2022
Q4 | $85.3K | Sell |
788
-297
| -27% | -$32.2K | 0.07% | 130 |
|
|
2022
Q3 | $118K | Sell |
1,085
-35
| -3% | -$3.81K | 0.09% | 101 |
|
|
2022
Q2 | $135K | Sell |
1,120
-9,084
| -89% | -$1.09M | 0.1% | 99 |
|
|
2022
Q1 | $1.37M | Buy |
10,204
+1,902
| +23% | +$256K | 0.9% | 23 |
|
|
2021
Q4 | $1.23M | Buy |
8,302
+739
| +10% | +$110K | 0.75% | 31 |
|
|
2021
Q3 | $1.11M | Buy |
+7,563
| New | +$1.11M | 0.7% | 34 |
|