ACG Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $691K | Buy |
6,747
+6,731
| +42,069% | +$689K | 0.16% | 142 |
|
|
2022
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 837 |
|
|
2019
Q2 | – | Sell |
-1,659
| Closed | -$210K | – | 352 |
|
|
2019
Q1 | $210K | Sell |
1,659
-5
| -0.3% | -$633 | 0.03% | 314 |
|
|
2018
Q4 | $202K | Buy |
+1,664
| New | +$202K | 0.03% | 293 |
|
|
2016
Q3 | – | Sell |
-3,016
| Closed | -$419K | – | 256 |
|
|
2016
Q2 | $419K | Sell |
3,016
-80
| -3% | -$11.1K | 0.09% | 152 |
|
|
2016
Q1 | $404K | Buy |
+3,096
| New | +$404K | 0.09% | 152 |
|