TrinityPoint Wealth’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
Q4 | $676K | Sell |
6,791
-657
| -9% | -$65.4K | 0.1% | 196 |
|
|
2024
Q3 | $814K | Sell |
7,448
-3,937
| -35% | -$430K | 0.12% | 170 |
|
|
2024
Q2 | $1.17M | Buy |
11,385
+258
| +2% | +$26.5K | 0.18% | 129 |
|
|
2024
Q1 | $1.17M | Sell |
11,127
-517
| -4% | -$54.3K | 0.19% | 120 |
|
|
2023
Q4 | $1.26M | Sell |
11,644
-4,411
| -27% | -$478K | 0.23% | 109 |
|
|
2023
Q3 | $1.58M | Sell |
16,055
-4,309
| -21% | -$424K | 0.31% | 87 |
|
|
2023
Q2 | $2.26M | Buy |
20,364
+1,967
| +11% | +$218K | 0.44% | 65 |
|
|
2023
Q1 | $2.11M | Buy |
18,397
+10,747
| +140% | +$1.23M | 0.45% | 62 |
|
|
2022
Q4 | $828K | Sell |
7,650
-1,005
| -12% | -$109K | 0.19% | 124 |
|
|
2022
Q3 | $943K | Buy |
+8,655
| New | +$943K | 0.22% | 116 |
|