SWM
SigFig Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Buy |
54,951
+18,608
| +51% | +$1.88M | 0.18% | 55 |
|
|
2025
Q1 | $3.75M | Buy |
36,343
+32,854
| +942% | +$3.39M | 0.14% | 60 |
|
|
2024
Q4 | $348K | Buy |
3,489
+120
| +4% | +$12K | 0.01% | 112 |
|
|
2024
Q3 | $370K | Buy |
3,369
+25
| +0.7% | +$2.74K | 0.01% | 106 |
|
|
2024
Q2 | $343K | Sell |
3,344
-180
| -5% | -$18.5K | 0.01% | 112 |
|
|
2024
Q1 | $370K | Buy |
3,524
+456
| +15% | +$47.9K | 0.01% | 116 |
|
|
2023
Q4 | $332K | Buy |
+3,068
| New | +$332K | 0.01% | 113 |
|
|
2023
Q3 | – | Sell |
-14,128
| Closed | -$1.55M | – | 111 |
|
|
2023
Q2 | $1.55M | Buy |
14,128
+572
| +4% | +$62.9K | 0.06% | 82 |
|
|
2023
Q1 | $1.55M | Sell |
13,556
-3,676
| -21% | -$421K | 0.09% | 73 |
|
|
2022
Q4 | $1.54M | Buy |
17,232
+5,762
| +50% | +$515K | 0.08% | 72 |
|
|
2022
Q3 | $1.46M | Buy |
11,470
+629
| +6% | +$80.1K | 0.08% | 70 |
|
|
2022
Q2 | $1.37M | Buy |
10,841
+3,540
| +48% | +$448K | 0.07% | 68 |
|
|
2022
Q1 | $1.01M | Buy |
+7,301
| New | +$1.01M | 0.05% | 75 |
|