Atwood & Palmer’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 | – | Sell |
-45
| Closed | -$4.13K | – | 488 |
|
2024
Q2 | $4.13K | Sell |
45
-43
| -49% | -$3.95K | ﹤0.01% | 373 |
|
2024
Q1 | $8.33K | Buy |
+88
| New | +$8.33K | ﹤0.01% | 320 |
|
2021
Q1 | – | Sell |
-31
| Closed | -$5K | – | 452 |
|
2020
Q4 | $5K | Buy |
+31
| New | +$5K | ﹤0.01% | 344 |
|
2016
Q1 | – | Sell |
-46
| Closed | -$6K | – | 384 |
|
2015
Q4 | $6K | Hold |
46
| – | – | ﹤0.01% | 352 |
|
2015
Q3 | $6K | Buy |
+46
| New | +$6K | ﹤0.01% | 376 |
|