B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $598 | Sell |
5,209
-12,735
| -71% | -$1.46K | ﹤0.01% | 381 |
|
|
2022
Q1 | $2.37M | Buy |
+17,944
| New | +$2.37M | 0.18% | 116 |
|
|
2021
Q2 | – | Sell |
-16,099
| Closed | -$2.18M | – | 465 |
|
|
2021
Q1 | $2.18M | Buy |
+16,099
| New | +$2.18M | 0.25% | 94 |
|
|
2019
Q2 | – | Sell |
-11,447
| Closed | -$1.45M | – | 434 |
|
|
2019
Q1 | $1.45M | Buy |
+11,447
| New | +$1.45M | 0.25% | 89 |
|
|
2016
Q1 | $641K | Buy |
+4,910
| New | +$641K | 0.96% | 31 |
|
|
2015
Q2 | – | Sell |
-5,559
| Closed | -$726K | – | 1080 |
|
|
2015
Q1 | $726K | Sell |
5,559
-463
| -8% | -$60.5K | 0.55% | 39 |
|
|
2014
Q4 | $758K | Sell |
6,022
-5,702
| -49% | -$718K | 0.62% | 31 |
|
|
2014
Q3 | $1.36M | Sell |
11,724
-349
| -3% | -$40.6K | 1.01% | 12 |
|
|
2014
Q2 | $1.37M | Buy |
12,073
+11,318
| +1,499% | +$1.28M | 0.89% | 13 |
|
|
2014
Q1 | $82K | Buy |
+755
| New | +$82K | 0.06% | 347 |
|