SFA
Source Financial Advisors’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
Q3 | $393K | Sell |
3,598
-1,689
| -32% | -$185K | 0.12% | 81 |
|
|
2024
Q2 | $543K | Sell |
5,287
-170
| -3% | -$17.5K | 0.17% | 66 |
|
|
2024
Q1 | $573K | Sell |
5,457
-4,319
| -44% | -$454K | 0.17% | 66 |
|
|
2023
Q4 | $1.06M | Sell |
9,776
-3,946
| -29% | -$427K | 0.33% | 47 |
|
|
2023
Q3 | $1.35M | Buy |
13,722
+625
| +5% | +$61.5K | 0.46% | 42 |
|
|
2023
Q2 | $1.45M | Sell |
13,097
-574
| -4% | -$63.6K | 0.48% | 39 |
|
|
2023
Q1 | $1.57M | Sell |
13,671
-565
| -4% | -$64.7K | 0.52% | 36 |
|
|
2022
Q4 | $1.54M | Sell |
14,236
-766
| -5% | -$82.9K | 0.58% | 38 |
|
|
2022
Q3 | $1.63M | Sell |
15,002
-13,441
| -47% | -$1.46M | 0.65% | 38 |
|
|
2022
Q2 | $3.42M | Buy |
28,443
+26,277
| +1,213% | +$3.16M | 1.34% | 21 |
|
|
2022
Q1 | $292K | Sell |
2,166
-138
| -6% | -$18.6K | 0.09% | 96 |
|
|
2021
Q4 | $342K | Sell |
2,304
-77
| -3% | -$11.4K | 0.09% | 92 |
|
|
2021
Q3 | $350K | Buy |
2,381
+41
| +2% | +$6.03K | 0.09% | 83 |
|
|
2021
Q2 | $344K | Sell |
2,340
-529
| -18% | -$77.8K | 0.09% | 84 |
|
|
2021
Q1 | $402K | Buy |
2,869
+70
| +3% | +$9.81K | 0.11% | 77 |
|
|
2020
Q4 | $446K | Buy |
+2,799
| New | +$446K | 0.12% | 78 |
|