Tempus Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,368
| Closed | -$249K | – | 217 |
|
|
2024
Q1 | $249K | Sell |
2,368
-336
| -12% | -$35.3K | 0.11% | 171 |
|
|
2023
Q4 | $293K | Buy |
+2,704
| New | +$293K | 0.13% | 152 |
|
|
2023
Q3 | – | Sell |
-2,198
| Closed | -$243K | – | 189 |
|
|
2023
Q2 | $243K | Buy |
2,198
+114
| +5% | +$12.6K | 0.11% | 163 |
|
|
2023
Q1 | $239K | Buy |
+2,084
| New | +$239K | 0.12% | 152 |
|