Altium Wealth Management’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
2020
Q1
Sell
-34,435
Closed -$4.67M 355
2019
Q4
$4.67M Buy
34,435
+35
+0.1% +$4.74K 0.56% 22
2019
Q3
$4.92M Sell
34,400
-142
-0.4% -$20.3K 0.66% 20
2019
Q2
$4.59M Buy
+34,542
New +$4.59M 0.67% 20