Keystone Wealth Services’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 | – | Sell |
-7,243
| Closed | -$802K | – | 214 |
|
|
2023
Q2 | $802K | Sell |
7,243
-4,634
| -39% | -$513K | 0.3% | 78 |
|
|
2023
Q1 | $1.36M | Buy |
11,877
+3,467
| +41% | +$397K | 0.56% | 40 |
|
|
2022
Q4 | $910K | Buy |
8,410
+2,195
| +35% | +$237K | 0.4% | 57 |
|
|
2022
Q3 | $677K | Sell |
6,215
-1
| -0% | -$109 | 0.32% | 64 |
|
|
2022
Q2 | $747K | Buy |
6,216
+933
| +18% | +$112K | 0.33% | 65 |
|
|
2022
Q1 | $711K | Buy |
+5,283
| New | +$711K | 0.28% | 77 |
|