55I LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$15.2M Buy
2021
Q4
$8.05M Buy
2021
Q3
$6.24M Buy
2021
Q2
$2.77M Buy
2021
Q1
$1.92M Sell
2020
Q4
$6.26M Buy
2020
Q3
$5.38M Buy
2020
Q2
$2.8M Buy
2020
Q1
$991K Buy
2019
Q4
$499K Buy