Successful Portfolios’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,710
| Closed | -$654K | – | 187 |
|
|
2023
Q1 | $654K | Buy |
5,710
+1,688
| +42% | +$193K | 0.41% | 57 |
|
|
2022
Q4 | $435K | Buy |
4,022
+918
| +30% | +$99.3K | 0.28% | 95 |
|
|
2022
Q3 | $338K | Buy |
3,104
+47
| +2% | +$5.12K | 0.25% | 107 |
|
|
2022
Q2 | $367K | Buy |
3,057
+234
| +8% | +$28.1K | 0.25% | 107 |
|
|
2022
Q1 | $380K | Buy |
+2,823
| New | +$380K | 0.22% | 119 |
|