Williams Financial’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
-16,851
Closed -$1.87M 32
2023
Q2
$1.87M Buy
16,851
+742
+5% +$82.2K 1.39% 15
2023
Q1
$1.85M Buy
+16,109
New +$1.85M 1.44% 16
2022
Q2
Sell
-5,091
Closed -$685K 37
2022
Q1
$685K Buy
+5,091
New +$685K 0.52% 23