ABLE Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,595
| Closed | -$1.92M | – | 202 |
|
|
2024
Q3 | $1.92M | Sell |
19,595
-12,699
| -39% | -$1.25M | 0.59% | 36 |
|
|
2024
Q2 | $2.96M | Buy |
32,294
+2,083
| +7% | +$191K | 1.07% | 25 |
|
|
2024
Q1 | $2.86M | Sell |
30,211
-25,334
| -46% | -$2.4M | 1.12% | 22 |
|
|
2023
Q4 | $5.49M | Buy |
55,545
+47
| +0.1% | +$4.65K | 2.37% | 14 |
|
|
2023
Q3 | $4.92M | Buy |
55,498
+11,475
| +26% | +$1.02M | 2.46% | 14 |
|
|
2023
Q2 | $4.53M | Buy |
44,023
+21,929
| +99% | +$2.26M | 2.34% | 14 |
|
|
2023
Q1 | $2.35M | Buy |
+22,094
| New | +$2.35M | 1.53% | 16 |
|