Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $103K | Sell |
1,041
-39,489
| -97% | -$3.89M | 0.01% | 385 |
|
|
2023
Q2 | $4.49M | Buy |
40,530
+6,355
| +19% | +$704K | 0.48% | 42 |
|
|
2023
Q1 | $3.91M | Buy |
+34,175
| New | +$3.91M | 0.43% | 55 |
|
|
2022
Q2 | $3.44M | Buy |
28,660
+2,834
| +11% | +$340K | 0.41% | 63 |
|
|
2022
Q1 | $3.48M | Buy |
25,826
+20,900
| +424% | +$2.81M | 0.35% | 76 |
|
|
2021
Q4 | $731K | Buy |
4,926
+212
| +4% | +$31.5K | 0.07% | 180 |
|
|
2021
Q3 | $693K | Buy |
+4,714
| New | +$693K | 0.07% | 190 |
|