AdvicePeriod’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
2018
Q3
Sell
-3,018
Closed -$367K 82
2018
Q2
$367K Sell
3,018
-751
-20% -$91.3K 0.06% 58
2018
Q1
$459K Buy
3,769
+1,452
+63% +$177K 0.08% 58
2017
Q4
$294K Buy
+2,317
New +$294K 0.06% 64