Bartlett & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 1106 |
|
|
2023
Q3 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 1025 |
|
|
2023
Q1 | – | Sell |
-28
| Closed | -$3K | – | 1093 |
|
|
2022
Q4 | $3K | Sell |
28
-16
| -36% | -$1.71K | ﹤0.01% | 987 |
|
|
2022
Q3 | $5K | Buy |
+44
| New | +$5K | ﹤0.01% | 932 |
|
|
2021
Q4 | – | Sell |
-25
| Closed | -$4K | – | 844 |
|
|
2021
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 798 |
|
|
2021
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 790 |
|
|
2021
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 846 |
|
|
2020
Q4 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 830 |
|
|
2018
Q2 | – | Sell |
-79
| Closed | -$10K | – | 762 |
|
|
2018
Q1 | $10K | Buy |
+79
| New | +$10K | ﹤0.01% | 611 |
|