MA Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,666
| Closed | -$685K | – | 78 |
|
|
2024
Q2 | $685K | Sell |
6,666
-4,250
| -39% | -$436K | 0.14% | 47 |
|
|
2024
Q1 | $1.15M | Sell |
10,916
-3,223
| -23% | -$339K | 0.23% | 40 |
|
|
2023
Q4 | $1.53M | Sell |
14,139
-13,179
| -48% | -$1.43M | 0.33% | 35 |
|
|
2023
Q3 | $2.69M | Sell |
27,318
-69,442
| -72% | -$6.84M | 0.64% | 24 |
|
|
2023
Q2 | $10.7M | Sell |
96,760
-254
| -0.3% | -$28.1K | 2.49% | 11 |
|
|
2023
Q1 | $11.1M | Buy |
97,014
+20,689
| +27% | +$2.37M | 2.7% | 10 |
|
|
2022
Q4 | $8.26M | Buy |
+76,325
| New | +$8.26M | 1.99% | 15 |
|