Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $135K | Sell |
1,375
-465
| -25% | -$45.6K | 0.07% | 112 |
|
|
2024
Q2 | $169K | Buy |
1,840
+78
| +4% | +$7.16K | 0.1% | 100 |
|
|
2024
Q1 | $167K | Sell |
1,762
-171
| -9% | -$16.2K | 0.1% | 102 |
|
|
2023
Q4 | $191K | Buy |
1,933
+4
| +0.2% | +$395 | 0.13% | 93 |
|
|
2023
Q3 | $171K | Buy |
1,929
+1,918
| +17,436% | +$170K | 0.13% | 94 |
|
|
2023
Q2 | $1.18K | Hold |
11
| – | – | ﹤0.01% | 180 |
|
|
2023
Q1 | $1.21K | Sell |
11
-636
| -98% | -$70K | ﹤0.01% | 177 |
|
|
2022
Q4 | $64.4K | Buy |
647
+6
| +0.9% | +$597 | 0.06% | 117 |
|
|
2022
Q3 | $66K | Sell |
641
-626
| -49% | -$64.5K | 0.06% | 107 |
|
|
2022
Q2 | $145K | Buy |
1,267
+883
| +230% | +$101K | 0.13% | 92 |
|
|
2022
Q1 | $51K | Sell |
384
-24
| -6% | -$3.19K | 0.04% | 119 |
|
|
2021
Q4 | $61K | Buy |
+408
| New | +$61K | 0.05% | 114 |
|