Blue Bell Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-221
| Closed | -$21.7K | – | 706 |
|
|
2024
Q3 | $21.7K | Sell |
221
-50
| -18% | -$4.91K | ﹤0.01% | 461 |
|
|
2024
Q2 | $24.9K | Hold |
271
| – | – | 0.01% | 440 |
|
|
2024
Q1 | $25.6K | Sell |
271
-1,807
| -87% | -$171K | 0.01% | 435 |
|
|
2023
Q4 | $205K | Buy |
2,078
+1,999
| +2,530% | +$198K | 0.05% | 162 |
|
|
2023
Q3 | $7.01K | Hold |
79
| – | – | ﹤0.01% | 467 |
|
|
2023
Q2 | $8.13K | Buy |
+79
| New | +$8.13K | ﹤0.01% | 441 |
|