UIA
UBP Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,310
| Closed | -$209K | – | 115 |
|
|
2020
Q4 | $209K | Hold |
1,310
| – | – | 0.11% | 78 |
|
|
2020
Q3 | $218K | Hold |
1,310
| – | – | 0.17% | 54 |
|
|
2020
Q2 | $219K | Hold |
1,310
| – | – | 0.17% | 51 |
|
|
2020
Q1 | $220K | Buy |
+1,310
| New | +$220K | 0.2% | 49 |
|
|
2019
Q1 | – | Sell |
-3,000
| Closed | -$401K | – | 48 |
|
|
2018
Q4 | $401K | Hold |
3,000
| – | – | 0.42% | 36 |
|
|
2018
Q3 | $386K | Hold |
3,000
| – | – | 0.37% | 47 |
|
|
2018
Q2 | $391K | Hold |
3,000
| – | – | 0.46% | 38 |
|
|
2018
Q1 | $397K | Hold |
3,000
| – | – | 0.43% | 40 |
|
|
2017
Q4 | $408K | Buy |
+3,000
| New | +$408K | 0.48% | 46 |
|