Marks 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
Q4 | – | Sell |
-126,647
| Closed | -$13.8M | – | 25 |
|
|
2024
Q3 | $13.8M | Sell |
126,647
-7,764
| -6% | -$849K | 5.94% | 9 |
|
|
2024
Q2 | $13.8M | Buy |
+134,411
| New | +$13.8M | 6.09% | 5 |
|
|
2024
Q1 | – | Sell |
-294,006
| Closed | -$31.8M | – | 20 |
|
|
2023
Q4 | $31.8M | Buy |
+294,006
| New | +$31.8M | 17.11% | 4 |
|
|
2021
Q1 | – | Sell |
-10,993
| Closed | -$1.75M | – | 49 |
|
|
2020
Q4 | $1.75M | Buy |
+10,993
| New | +$1.75M | 0.61% | 22 |
|