Pacific Wealth Management’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
Q2 | – | Sell |
-4,093
| Closed | -$443K | – | 24 |
|
|
2024
Q1 | $443K | Hold |
4,093
| – | – | 0.25% | 17 |
|
|
2023
Q4 | $443K | Sell |
4,093
-1,565
| -28% | -$169K | 0.25% | 17 |
|
|
2023
Q3 | $557K | Sell |
5,658
-16,375
| -74% | -$1.61M | 0.37% | 17 |
|
|
2023
Q2 | $2.44M | Sell |
22,033
-522
| -2% | -$57.8K | 1.59% | 16 |
|
|
2023
Q1 | $2.58M | Sell |
22,555
-13,871
| -38% | -$1.59M | 1.66% | 16 |
|
|
2022
Q4 | $3.94M | Sell |
36,426
-3,402
| -9% | -$368K | 2.9% | 11 |
|
|
2022
Q3 | $4.34M | Buy |
39,828
+3,158
| +9% | +$344K | 3.85% | 9 |
|
|
2022
Q2 | $4.41M | Buy |
36,670
+1,819
| +5% | +$219K | 4.86% | 8 |
|
|
2022
Q1 | $4.69M | Buy |
34,851
+642
| +2% | +$86.4K | 4.18% | 7 |
|
|
2021
Q4 | $5.08M | Buy |
+34,209
| New | +$5.08M | 3.86% | 7 |
|