Fortis 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
Q2 | – | Sell |
-227
| Closed | -$26K | – | 237 |
|
|
2023
Q1 | $26K | Buy |
227
+36
| +19% | +$4.12K | 0.02% | 174 |
|
|
2022
Q4 | $20.7K | Buy |
191
+10
| +6% | +$1.08K | 0.02% | 179 |
|
|
2022
Q3 | $20K | Buy |
181
+1
| +0.6% | +$110 | 0.01% | 180 |
|
|
2022
Q2 | $22K | Buy |
180
+10
| +6% | +$1.22K | 0.01% | 193 |
|
|
2022
Q1 | $23K | Sell |
170
-55
| -24% | -$7.44K | 0.01% | 216 |
|
|
2021
Q4 | $33K | Buy |
225
+127
| +130% | +$18.6K | 0.02% | 176 |
|
|
2021
Q3 | $14K | Buy |
+98
| New | +$14K | 0.01% | 214 |
|