Source Financial Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $393K | Sell |
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|
2024
Q2 | $543K | Sell |
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2024
Q1 | $573K | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $1.57M | Sell |
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|
2022
Q4 | $1.54M | Sell |
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|
2022
Q3 | $1.63M | Sell |
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|
2022
Q2 | $3.42M | Buy |
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|
2022
Q1 | $292K | Sell |
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|
2021
Q4 | $342K | Sell |
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|
2021
Q3 | $350K | Buy |
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|
2021
Q2 | $344K | Sell |
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|
2021
Q1 | $402K | Buy |
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|
2020
Q4 | $446K | Buy |
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