IWP
Invenio Wealth Partners’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
Q1 | – | Sell |
-25,033
| Closed | -$2.49M | – | 105 |
|
|
2024
Q4 | $2.49M | Buy |
25,033
+3,233
| +15% | +$322K | 1.04% | 24 |
|
|
2024
Q3 | $2.38M | Buy |
21,800
+1,465
| +7% | +$160K | 1.03% | 24 |
|
|
2024
Q2 | $2.09M | Buy |
20,335
+2,084
| +11% | +$214K | 1.04% | 24 |
|
|
2024
Q1 | $1.92M | Buy |
18,251
+14,769
| +424% | +$1.55M | 1.03% | 24 |
|
|
2023
Q4 | $377K | Buy |
+3,482
| New | +$377K | 0.27% | 59 |
|