AllGen Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $4.91M | Sell |
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|
2023
Q4 | $10.8M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $7.41M | Buy |
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|
2023
Q1 | $5.85M | Sell |
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|
2022
Q4 | $6.16M | Buy |
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|
2022
Q3 | $671K | Buy |
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|
2022
Q2 | $221K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.62M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $393K | Buy |
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|
2020
Q4 | $440K | Buy |
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