Quotient Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.2M | Sell |
21,692
-27,030
| -55% | -$2.75M | 0.06% | 72 |
|
2025
Q1 | $5.05M | Sell |
48,722
-1,224
| -2% | -$127K | 0.16% | 39 |
|
2024
Q4 | $4.97M | Buy |
49,946
+7,728
| +18% | +$769K | 0.16% | 39 |
|
2024
Q3 | $4.62M | Sell |
42,218
-648
| -2% | -$70.8K | 0.15% | 44 |
|
2024
Q2 | $4.4M | Buy |
42,866
+39,710
| +1,258% | +$4.08M | 0.15% | 44 |
|
2024
Q1 | $331K | Buy |
+3,156
| New | +$331K | 0.01% | 218 |
|