Householder Group Estate & Retirement Specialist’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
2024
Q4
$138K Sell
1,389
-1,011
-42% -$100K 0.1% 129
2024
Q3
$262K Buy
2,400
+276
+13% +$30.1K 0.08% 206
2024
Q2
$218K Sell
2,124
-1,961
-48% -$201K 0.06% 237
2024
Q1
$429K Buy
4,085
+2,905
+246% +$305K 0.13% 152
2023
Q4
$127K Buy
1,180
+2
+0.2% +$215 0.04% 298
2023
Q3
$116K Buy
+1,178
New +$116K 0.04% 289
2023
Q1
$70K Buy
+614
New +$70K 0.03% 373
2022
Q4
Sell
-614
Closed -$66K 1059
2022
Q3
$66K Buy
+614
New +$66K 0.03% 348