Institutional & Family Asset Management’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 | – | Sell |
-519
| Closed | -$57K | – | 775 |
|
2022
Q3 | $57K | Buy |
519
+444
| +592% | +$48.8K | 0.01% | 211 |
|
2022
Q2 | $9K | Sell |
75
-61
| -45% | -$7.32K | ﹤0.01% | 405 |
|
2022
Q1 | $18K | Buy |
136
+43
| +46% | +$5.69K | ﹤0.01% | 368 |
|
2021
Q4 | $14K | Hold |
93
| – | – | ﹤0.01% | 408 |
|
2021
Q3 | $14K | Buy |
93
+18
| +24% | +$2.71K | ﹤0.01% | 506 |
|
2021
Q2 | $11K | Sell |
75
-41
| -35% | -$6.01K | ﹤0.01% | 580 |
|
2021
Q1 | $16K | Hold |
116
| – | – | ﹤0.01% | 507 |
|
2020
Q4 | $18K | Sell |
116
-372
| -76% | -$57.7K | ﹤0.01% | 456 |
|
2020
Q3 | $81K | Buy |
488
+423
| +651% | +$70.2K | 0.02% | 244 |
|
2020
Q2 | $11K | Buy |
+65
| New | +$11K | ﹤0.01% | 474 |
|
2020
Q1 | – | Sell |
-1,155
| Closed | -$166K | – | 899 |
|
2019
Q4 | $166K | Buy |
+1,155
| New | +$166K | 0.04% | 184 |
|