Acute Investment Advisory’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
Q3 | – | Sell |
-129,942
| Closed | -$11.9M | – | 18 |
|
|
2024
Q2 | $11.9M | Buy |
+129,942
| New | +$11.9M | 6.8% | 5 |
|
|
2023
Q3 | – | Sell |
-113,280
| Closed | -$11.7M | – | 16 |
|
|
2023
Q2 | $11.7M | Buy |
113,280
+78,167
| +223% | +$8.05M | 7.01% | 3 |
|
|
2023
Q1 | $3.73M | Buy |
+35,113
| New | +$3.73M | 2.45% | 8 |
|
|
2022
Q1 | – | Sell |
-30,748
| Closed | -$4.56M | – | 60 |
|
|
2021
Q4 | $4.56M | Buy |
+30,748
| New | +$4.56M | 3.33% | 8 |
|