SFS
Security Financial Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,273
| Closed | -$344K | – | 194 |
|
|
2024
Q1 | $344K | Buy |
3,273
+1,035
| +46% | +$109K | 0.08% | 130 |
|
|
2023
Q4 | $242K | Sell |
2,238
-655
| -23% | -$70.9K | 0.06% | 150 |
|
|
2023
Q3 | $285K | Sell |
2,893
-41,479
| -93% | -$4.08M | 0.08% | 127 |
|
|
2023
Q2 | $4.92M | Buy |
44,372
+10,205
| +30% | +$1.13M | 1.39% | 19 |
|
|
2023
Q1 | $3.91M | Buy |
34,167
+1,999
| +6% | +$229K | 1.19% | 23 |
|
|
2022
Q4 | $3.48M | Buy |
32,168
+7,996
| +33% | +$865K | 1.08% | 28 |
|
|
2022
Q3 | $2.63M | Buy |
24,172
+306
| +1% | +$33.3K | 0.9% | 33 |
|
|
2022
Q2 | $2.87M | Buy |
23,866
+8,390
| +54% | +$1.01M | 0.91% | 30 |
|
|
2022
Q1 | $2.08M | Buy |
15,476
+7,901
| +104% | +$1.06M | 0.66% | 33 |
|
|
2021
Q4 | $1.12M | Buy |
+7,575
| New | +$1.12M | 0.38% | 51 |
|