Marcum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,055
| Closed | -$301K | – | 398 |
|
|
2023
Q3 | $301K | Sell |
3,055
-198
| -6% | -$19.5K | 0.04% | 242 |
|
|
2023
Q2 | $360K | Sell |
3,253
-198
| -6% | -$21.9K | 0.04% | 217 |
|
|
2023
Q1 | $395K | Buy |
3,451
+44
| +1% | +$5.04K | 0.05% | 209 |
|
|
2022
Q4 | $369K | Sell |
3,407
-404
| -11% | -$43.7K | 0.05% | 211 |
|
|
2022
Q3 | $415K | Buy |
+3,811
| New | +$415K | 0.06% | 181 |
|