Accredited Investors’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 |
-2,303
| Closed | -$226K | – | 242 |
|
|
2024
Q3 | $226K | Sell |
2,303
-138
| -6% | -$13.5K | 0.01% | 210 |
|
|
2024
Q2 | $224K | Sell |
2,441
-8,309
| -77% | -$763K | 0.01% | 200 |
|
|
2024
Q1 | $1.02M | Sell |
10,750
-38,187
| -78% | -$3.61M | 0.07% | 89 |
|
|
2023
Q4 | $4.84M | Sell |
48,937
-425,503
| -90% | -$42.1M | 0.34% | 41 |
|
|
2023
Q3 | $42.1M | Buy |
474,440
+8,349
| +2% | +$740K | 3.16% | 13 |
|
|
2023
Q2 | $48M | Buy |
466,091
+38,989
| +9% | +$4.01M | 3.42% | 12 |
|
|
2023
Q1 | $45.4M | Buy |
427,102
+53,944
| +14% | +$5.74M | 3.45% | 11 |
|
|
2022
Q4 | $37.2M | Buy |
+373,158
| New | +$37.2M | 3.14% | 12 |
|