HGWM
Horst & Graben Wealth Management’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 | $2.35M | Buy |
23,117
+68
| +0.3% | +$6.91K | 0.39% | 44 |
|
|
2025
Q1 | $2.39M | Sell |
23,049
-2,057
| -8% | -$213K | 0.43% | 40 |
|
|
2024
Q4 | $2.5M | Sell |
25,106
-739
| -3% | -$73.6K | 0.44% | 37 |
|
|
2024
Q3 | $2.83M | Sell |
25,845
-771
| -3% | -$84.3K | 0.51% | 32 |
|
|
2024
Q2 | $2.73M | Buy |
26,616
+8,729
| +49% | +$896K | 0.52% | 33 |
|
|
2024
Q1 | $1.88M | Buy |
17,887
+4,665
| +35% | +$490K | 0.38% | 37 |
|
|
2023
Q4 | $1.43M | Buy |
13,222
+9,073
| +219% | +$982K | 0.31% | 42 |
|
|
2023
Q3 | $409K | Sell |
4,149
-47,021
| -92% | -$4.63M | 0.1% | 90 |
|
|
2023
Q2 | $5.67M | Sell |
51,170
-38
| -0.1% | -$4.21K | 1.35% | 17 |
|
|
2023
Q1 | $5.87M | Sell |
51,208
-17,090
| -25% | -$1.96M | 1.45% | 18 |
|
|
2022
Q4 | $7.39M | Buy |
68,298
+16,380
| +32% | +$1.77M | 1.93% | 12 |
|
|
2022
Q3 | $5.66M | Buy |
51,918
+5,259
| +11% | +$573K | 1.6% | 15 |
|
|
2022
Q2 | $5.61M | Buy |
46,659
+11,612
| +33% | +$1.4M | 1.52% | 15 |
|
|
2022
Q1 | $4.72M | Buy |
35,047
+13,143
| +60% | +$1.77M | 1.15% | 20 |
|
|
2021
Q4 | $3.25M | Buy |
21,904
+4,645
| +27% | +$689K | 0.81% | 28 |
|
|
2021
Q3 | $2.54M | Buy |
+17,259
| New | +$2.54M | 0.7% | 29 |
|