Parcion Private 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
-3,247
Closed -$320K 198
2023
Q3
$320K Sell
3,247
-582
-15% -$57.3K 0.03% 157
2023
Q2
$424K Hold
3,829
0.04% 140
2023
Q1
$439K Buy
3,829
+802
+26% +$91.9K 0.05% 141
2022
Q4
$327K Buy
+3,027
New +$327K 0.04% 157