BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $18.7K | Sell |
182
-1
| -0.5% | -$103 | ﹤0.01% | 493 |
|
|
2023
Q1 | $19.5K | Buy |
183
+38
| +26% | +$4.04K | ﹤0.01% | 520 |
|
|
2022
Q4 | $14.4K | Buy |
145
+2
| +1% | +$199 | ﹤0.01% | 528 |
|
|
2022
Q3 | $15K | Buy |
+143
| New | +$15K | ﹤0.01% | 523 |
|
|
2019
Q1 | – | Sell |
-6
| Closed | -$1K | – | 754 |
|
|
2018
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 680 |
|