TriaGen Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,460
| Closed | -$416K | – | 177 |
|
|
2022
Q2 | $416K | Buy |
3,460
+278
| +9% | +$33.4K | 0.3% | 81 |
|
|
2022
Q1 | $428K | Buy |
3,182
+367
| +13% | +$49.4K | 0.22% | 114 |
|
|
2021
Q4 | $418K | Buy |
2,815
+9
| +0.3% | +$1.34K | 0.21% | 114 |
|
|
2021
Q3 | $413K | Buy |
2,806
+191
| +7% | +$28.1K | 0.22% | 109 |
|
|
2021
Q2 | $397K | Buy |
2,615
+94
| +4% | +$14.3K | 0.2% | 118 |
|
|
2021
Q1 | $353K | Sell |
2,521
-65
| -3% | -$9.1K | 0.2% | 113 |
|
|
2020
Q4 | $412K | Buy |
+2,586
| New | +$412K | 0.24% | 110 |
|