AIP
Ahrens Investment Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $5.24M | Sell |
49,223
-6,893
| -12% | -$733K | 2.6% | 8 |
|
|
2022
Q4 | $5.59M | Buy |
56,116
+30,480
| +119% | +$3.03M | 2.54% | 9 |
|
|
2022
Q3 | $2.63M | Buy |
25,636
+25,483
| +16,656% | +$2.61M | 1.38% | 19 |
|
|
2022
Q2 | $18K | Sell |
153
-13,947
| -99% | -$1.64M | 0.01% | 519 |
|
|
2022
Q1 | $1.86M | Buy |
+14,100
| New | +$1.86M | 0.59% | 43 |
|