WWA
WCG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Buy |
33,941
+1,709
| +5% | +$174K | 0.22% | 111 |
|
|
2025
Q1 | $3.34M | Buy |
+32,232
| New | +$3.34M | 0.25% | 99 |
|
|
2023
Q4 | – | Sell |
-12,011
| Closed | -$1.18M | – | 318 |
|
|
2023
Q3 | $1.18M | Sell |
12,011
-120
| -1% | -$11.8K | 0.09% | 184 |
|
|
2023
Q2 | $1.34M | Buy |
+12,131
| New | +$1.34M | 0.16% | 94 |
|