Addison Advisors’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 |
-567
| Closed | -$55.6K | – | 870 |
|
|
2024
Q3 | $55.6K | Hold |
567
| – | – | 0.02% | 375 |
|
|
2024
Q2 | $52K | Buy |
+567
| New | +$52K | 0.02% | 373 |
|
|
2024
Q1 | – | Sell |
-62
| Closed | -$6.13K | – | 741 |
|
|
2023
Q4 | $6.13K | Hold |
62
| – | – | ﹤0.01% | 559 |
|
|
2023
Q3 | $5.5K | Buy |
+62
| New | +$5.5K | ﹤0.01% | 539 |
|