BFA
BBJS Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.94M | Buy |
29,965
+28,962
| +2,888% | +$2.84M | 1.05% | 23 |
|
|
2024
Q2 | $92.1K | Sell |
1,003
-154
| -13% | -$14.1K | 0.03% | 59 |
|
|
2024
Q1 | $109K | Sell |
1,157
-659
| -36% | -$62.3K | 0.04% | 56 |
|
|
2023
Q4 | $180K | Sell |
1,816
-56,592
| -97% | -$5.59M | 0.06% | 52 |
|
|
2023
Q3 | $5.18M | Buy |
+58,408
| New | +$5.18M | 1.96% | 14 |
|