ARC
Advisor Resource Council’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,383
| Closed | -$335K | – | 490 |
|
|
2023
Q4 | $335K | Buy |
+3,383
| New | +$335K | 0.04% | 325 |
|
|
2023
Q2 | – | Sell |
-3,171
| Closed | -$339K | – | 250 |
|
|
2023
Q1 | $339K | Buy |
+3,171
| New | +$339K | 0.09% | 192 |
|
|
2022
Q3 | – | Sell |
-18,180
| Closed | -$2.09M | – | 460 |
|
|
2022
Q2 | $2.09M | Buy |
18,180
+14,061
| +341% | +$1.62M | 0.19% | 114 |
|
|
2022
Q1 | $544K | Sell |
4,119
-3,290
| -44% | -$435K | 0.16% | 129 |
|
|
2021
Q4 | $1.1M | Buy |
+7,409
| New | +$1.1M | 0.09% | 227 |
|