AXS Investments’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
Q2
Sell
-9,000
Closed -$852K 303
2024
Q1
$852K Buy
9,000
+1,800
+25% +$170K 0.2% 178
2023
Q4
$712K Sell
7,200
-5,800
-45% -$574K 0.17% 191
2023
Q3
$1.15M Buy
13,000
+2,000
+18% +$177K 0.3% 133
2023
Q2
$1.13M Buy
+11,000
New +$1.13M 0.3% 135