Ground Swell Capital’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
Sell
-2,405
Closed -$237K 120
2023
Q3
$237K Buy
+2,405
New +$253K 0.39% 42
2014
Q3
Sell
-602
Closed -$78K 2762
2014
Q2
$78K Buy
+602
New +$77K 0.15% 75

Other funds holding TLH

Ground Swell Capital's TLH Position: Q4 2023 in Review

Ground Swell Capital sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2023, closing a stake of 2,405 shares — an estimated $237K sold.

Ground Swell Capital first reported a position in TLH in Q2 2014 and held it in 2 quarters. The position peaked at $237K in Q3 2023. 420 funds tracked by Wall St. Rank hold TLH as of Q4 2023.

  • Ground Swell Capital reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Ground Swell Capital sold 2,405 iShares 10-20 Year Treasury Bond ETF shares in Q4 2023, an estimated $237K.
  • Ground Swell Capital first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2014 and held it in 2 quarters.
  • Ground Swell Capital's iShares 10-20 Year Treasury Bond ETF position peaked at $237K in Q3 2023.
  • 420 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2023.

Based on Ground Swell Capital's 13F filing for Q4 2023, filed 13 Feb 2024.