GWP
Gateway Wealth Partners’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 | $2.31M | Buy |
22,763
+4,744
| +26% | +$482K | 0.44% | 65 |
|
2025
Q1 | $1.87M | Buy |
18,019
+11,285
| +168% | +$1.17M | 0.42% | 68 |
|
2024
Q4 | $670K | Buy |
6,734
+839
| +14% | +$83.5K | 0.17% | 130 |
|
2024
Q3 | $645K | Sell |
5,895
-4,680
| -44% | -$512K | 0.18% | 126 |
|
2024
Q2 | $1.09M | Buy |
10,575
+4,566
| +76% | +$469K | 0.33% | 76 |
|
2024
Q1 | $631K | Buy |
6,009
+2,009
| +50% | +$211K | 0.23% | 103 |
|
2023
Q4 | $433K | Buy |
4,000
+230
| +6% | +$24.9K | 0.17% | 118 |
|
2023
Q3 | $371K | Sell |
3,770
-1,321
| -26% | -$130K | 0.07% | 157 |
|
2023
Q2 | $564K | Buy |
5,091
+2,048
| +67% | +$227K | 0.1% | 112 |
|
2023
Q1 | $349K | Sell |
3,043
-393
| -11% | -$45K | 0.05% | 153 |
|
2022
Q4 | $372K | Buy |
+3,436
| New | +$372K | 0.06% | 130 |
|