New Potomac Partners’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 | $946K | Sell |
8,652
-90
| -1% | -$9.84K | 0.49% | 53 |
|
|
2024
Q2 | $898K | Sell |
8,742
-300
| -3% | -$30.8K | 0.49% | 54 |
|
|
2024
Q1 | $950K | Hold |
9,042
| – | – | 0.53% | 54 |
|
|
2023
Q4 | $979K | Sell |
9,042
-4,708
| -34% | -$510K | 0.58% | 52 |
|
|
2023
Q3 | $1.35M | Sell |
13,750
-1,390
| -9% | -$137K | 0.93% | 45 |
|
|
2023
Q2 | $1.68M | Buy |
15,140
+541
| +4% | +$59.9K | 1.11% | 43 |
|
|
2023
Q1 | $1.67M | Buy |
14,599
+320
| +2% | +$36.7K | 1.16% | 42 |
|
|
2022
Q4 | $1.54M | Buy |
+14,279
| New | +$1.54M | 1.14% | 42 |
|