Berkshire Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-15,236
| Closed | -$2.18M | – | 223 |
|
|
2019
Q3 | $2.18M | Buy |
+15,236
| New | +$2.18M | 0.19% | 72 |
|
|
2019
Q2 | – | Sell |
-5,769
| Closed | -$729K | – | 230 |
|
|
2019
Q1 | $729K | Buy |
5,769
+1,070
| +23% | +$135K | 0.06% | 128 |
|
|
2018
Q4 | $571K | Buy |
4,699
+1,980
| +73% | +$241K | 0.05% | 133 |
|
|
2018
Q3 | $319K | Buy |
+2,719
| New | +$319K | 0.03% | 181 |
|