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 |
|