WealthPLAN Partners’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
Q3 | – | Sell |
-3,533
| Closed | -$391K | – | 1083 |
|
|
2023
Q2 | $391K | Sell |
3,533
-1,652
| -32% | -$183K | 0.06% | 221 |
|
|
2023
Q1 | $594K | Sell |
5,185
-1,178
| -19% | -$135K | 0.07% | 178 |
|
|
2022
Q4 | $712K | Buy |
+6,363
| New | +$712K | 0.05% | 209 |
|
|
2022
Q1 | $283K | Buy |
2,283
+357
| +19% | +$44.3K | 0.02% | 326 |
|
|
2021
Q4 | $277K | Buy |
1,926
+298
| +18% | +$42.9K | 0.02% | 327 |
|
|
2021
Q3 | $245K | Buy |
+1,628
| New | +$245K | 0.02% | 338 |
|