True Link Financial Advisors’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
Q4 | – | Sell |
-3,427
| Closed | -$337K | – | 102 |
|
|
2023
Q3 | $337K | Hold |
3,427
| – | – | 0.04% | 87 |
|
|
2023
Q2 | $380K | Hold |
3,427
| – | – | 0.05% | 87 |
|
|
2023
Q1 | $393K | Hold |
3,427
| – | – | 0.05% | 87 |
|
|
2022
Q4 | $371K | Hold |
3,427
| – | – | 0.05% | 86 |
|
|
2022
Q3 | $373K | Sell |
3,427
-30
| -0.9% | -$3.27K | 0.05% | 95 |
|
|
2022
Q2 | $415K | Buy |
3,457
+30
| +0.9% | +$3.6K | 0.06% | 92 |
|
|
2022
Q1 | $461K | Hold |
3,427
| – | – | 0.07% | 83 |
|
|
2021
Q4 | $509K | Hold |
3,427
| – | – | 0.07% | 98 |
|
|
2021
Q3 | $504K | Hold |
3,427
| – | – | 0.07% | 92 |
|
|
2021
Q2 | $504K | Hold |
3,427
| – | – | 0.07% | 78 |
|
|
2021
Q1 | $480K | Hold |
3,427
| – | – | 0.07% | 107 |
|
|
2020
Q4 | $546K | Buy |
+3,427
| New | +$546K | 0.09% | 91 |
|