Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $136K | Buy |
1,260
+663
| +111% | +$71.7K | 0.02% | 375 |
|
|
2022
Q3 | $65K | Buy |
597
+81
| +16% | +$8.82K | 0.02% | 371 |
|
|
2022
Q2 | $62K | Buy |
516
+12
| +2% | +$1.44K | 0.02% | 382 |
|
|
2022
Q1 | $68K | Buy |
+504
| New | +$68K | 0.02% | 425 |
|
|
2021
Q3 | $73K | Buy |
495
+217
| +78% | +$32K | 0.03% | 399 |
|
|
2021
Q2 | $41K | Buy |
+278
| New | +$41K | 0.02% | 484 |
|