DFPG Investments’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
Q4
$259K Buy
+2,399
New +$240K 0.02% 547
2023
Q3
Sell
-6,770
Closed -$752K 635
2023
Q2
$752K Buy
6,770
+1,105
+20% +$124K 0.07% 284
2023
Q1
$649K Buy
+5,665
New +$637K 0.07% 283

Other funds holding TLH

DFPG Investments's TLH Position: Q4 2023 in Review

DFPG Investments opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2023: 2,399 shares worth $259K. The stake represents 0.02% of the portfolio and ranks #547 among its holdings. This is a return to the name: DFPG Investments previously reported a position in TLH as recently as Q2 2023.

DFPG Investments first reported a position in TLH in Q1 2023 and has held it in 3 quarters since. The position peaked at $752K in Q2 2023. 420 funds tracked by Wall St. Rank hold TLH as of Q4 2023.

  • DFPG Investments held 2,399 shares of iShares 10-20 Year Treasury Bond ETF worth $259K as of Q4 2023.
  • iShares 10-20 Year Treasury Bond ETF was a new DFPG Investments position in Q4 2023.
  • iShares 10-20 Year Treasury Bond ETF made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #547 holding.
  • DFPG Investments first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • DFPG Investments's iShares 10-20 Year Treasury Bond ETF position peaked at $752K in Q2 2023.
  • 420 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.