One Wealth Management Investment & Advisory Services’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
-14,918
Closed -$1.53M 123
2024
Q2
$1.53M Sell
14,918
-1,744
-10% -$179K 0.61% 29
2024
Q1
$1.75M Buy
16,662
+1,552
+10% +$163K 0.72% 25
2023
Q4
$1.64M Buy
+15,110
New +$1.64M 0.73% 28