Daymark Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.32M | Sell |
81,902
-31,866
| -28% | -$3.24M | 0.32% | 66 |
|
2025
Q1 | $11.8M | Sell |
113,768
-12,837
| -10% | -$1.33M | 0.51% | 46 |
|
2024
Q4 | $12.6M | Buy |
126,605
+15,427
| +14% | +$1.54M | 0.53% | 44 |
|
2024
Q3 | $12.2M | Buy |
111,178
+23,420
| +27% | +$2.56M | 0.51% | 44 |
|
2024
Q2 | $9.01M | Sell |
87,758
-11,900
| -12% | -$1.22M | 0.41% | 53 |
|
2024
Q1 | $10.5M | Buy |
99,658
+43,488
| +77% | +$4.57M | 0.56% | 47 |
|
2023
Q4 | $6.08M | Sell |
56,170
-5,678
| -9% | -$615K | 0.37% | 62 |
|
2023
Q3 | $6.09M | Buy |
61,848
+19,847
| +47% | +$1.95M | 0.42% | 55 |
|
2023
Q2 | $4.65M | Buy |
+42,001
| New | +$4.65M | 0.35% | 70 |
|