TWM
Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-103
| Closed | -$11K | – | 1111 |
|
|
2023
Q4 | $11K | Sell |
103
-78
| -43% | -$8.33K | ﹤0.01% | 986 |
|
|
2023
Q3 | $18K | Sell |
181
-9,360
| -98% | -$931K | ﹤0.01% | 872 |
|
|
2023
Q2 | $1.06M | Buy |
9,541
+155
| +2% | +$17.2K | 0.12% | 114 |
|
|
2023
Q1 | $1.08M | Sell |
9,386
-72
| -0.8% | -$8.25K | 0.13% | 108 |
|
|
2022
Q4 | $1.02M | Buy |
9,458
+666
| +8% | +$72K | 0.14% | 105 |
|
|
2022
Q3 | $958K | Buy |
8,792
+4,343
| +98% | +$473K | 0.14% | 112 |
|
|
2022
Q2 | $534K | Sell |
4,449
-3,803
| -46% | -$456K | 0.08% | 160 |
|
|
2022
Q1 | $1.11M | Buy |
8,252
+6,486
| +367% | +$873K | 0.14% | 119 |
|
|
2021
Q4 | $262K | Buy |
1,766
+431
| +32% | +$63.9K | 0.03% | 266 |
|
|
2021
Q3 | $196K | Buy |
+1,335
| New | +$196K | 0.03% | 277 |
|