Bernardo Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,067
| Closed | -$686K | – | 83 |
|
|
2021
Q1 | $686K | Buy |
5,067
+229
| +5% | +$31K | 0.44% | 36 |
|
|
2020
Q4 | $763K | Buy |
+4,838
| New | +$763K | 0.29% | 69 |
|
|
2020
Q2 | – | Sell |
-6,854
| Closed | -$1.13M | – | 149 |
|
|
2020
Q1 | $1.13M | Sell |
6,854
-971
| -12% | -$160K | 0.79% | 35 |
|
|
2019
Q4 | $1.06M | Buy |
+7,825
| New | +$1.06M | 0.64% | 38 |
|