LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $264K | Buy |
1,585
+292
| +23% | +$48.6K | 0.11% | 112 |
|
|
2020
Q2 | $216K | Hold |
1,293
| – | – | 0.1% | 116 |
|
|
2020
Q1 | $217K | Buy |
1,293
+106
| +9% | +$17.8K | 0.12% | 109 |
|
|
2019
Q4 | $170K | Buy |
1,187
+332
| +39% | +$47.5K | 0.08% | 143 |
|
|
2019
Q3 | $128K | Hold |
855
| – | – | 0.06% | 161 |
|
|
2019
Q2 | $122K | Sell |
855
-529
| -38% | -$75.5K | 0.06% | 162 |
|
|
2019
Q1 | $190K | Sell |
1,384
-35
| -2% | -$4.81K | 0.1% | 129 |
|
|
2018
Q4 | $189K | Sell |
1,419
-37
| -3% | -$4.93K | 0.12% | 123 |
|
|
2018
Q3 | $187K | Sell |
1,456
-1,042
| -42% | -$134K | 0.1% | 128 |
|
|
2018
Q2 | $328K | Sell |
2,498
-213
| -8% | -$28K | 0.18% | 86 |
|
|
2018
Q1 | $359K | Buy |
2,711
+130
| +5% | +$17.2K | 0.21% | 78 |
|
|
2017
Q4 | $352K | Hold |
2,581
| – | – | 0.22% | 80 |
|
|
2017
Q3 | $352K | Buy |
2,581
+704
| +38% | +$96K | 0.22% | 80 |
|
|
2017
Q2 | $256K | Sell |
1,877
-236
| -11% | -$32.2K | 0.18% | 97 |
|
|
2017
Q1 | $284K | Sell |
2,113
-9,141
| -81% | -$1.23M | 0.2% | 88 |
|
|
2016
Q4 | $1.5M | Sell |
11,254
-5,655
| -33% | -$752K | 1.05% | 34 |
|
|
2016
Q3 | $2.45M | Sell |
16,909
-16,393
| -49% | -$2.37M | 1.68% | 24 |
|
|
2016
Q2 | $4.88M | Buy |
33,302
+258
| +0.8% | +$37.8K | 3.35% | 6 |
|
|
2016
Q1 | $4.68M | Buy |
33,044
+9,174
| +38% | +$1.3M | 3.32% | 8 |
|
|
2015
Q4 | $3.2M | Sell |
23,870
-405
| -2% | -$54.4K | 2.28% | 18 |
|
|
2015
Q3 | $3.33M | Buy |
+24,275
| New | +$3.33M | 2.42% | 17 |
|