AIFAIM
American Institute for Advanced Investment Management’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
Q4 | – | Sell |
-3,060
| Closed | -$300K | – | 143 |
|
|
2024
Q3 | $300K | Buy |
+3,060
| New | +$300K | 0.21% | 109 |
|
|
2021
Q1 | – | Sell |
-9,539
| Closed | -$1.51M | – | 115 |
|
|
2020
Q4 | $1.51M | Sell |
9,539
-11,210
| -54% | -$1.77M | 1.21% | 28 |
|
|
2020
Q3 | $3.39M | Buy |
20,749
+564
| +3% | +$92.1K | 3.04% | 5 |
|
|
2020
Q2 | $3.31M | Buy |
20,185
+972
| +5% | +$159K | 3.12% | 4 |
|
|
2020
Q1 | $3.17M | Buy |
19,213
+3,875
| +25% | +$639K | 3.44% | 4 |
|
|
2019
Q4 | $2.08M | Buy |
+15,338
| New | +$2.08M | 2.01% | 13 |
|