Blue Chip Partners’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
Q3 | – | Sell |
-93,693
| Closed | -$9.64M | – | 191 |
|
|
2023
Q2 | $9.64M | Sell |
93,693
-4,212
| -4% | -$434K | 1.1% | 36 |
|
|
2023
Q1 | $10.4M | Sell |
97,905
-24,378
| -20% | -$2.59M | 1.24% | 34 |
|
|
2022
Q4 | $12.2M | Sell |
122,283
-90,275
| -42% | -$8.99M | 1.51% | 30 |
|
|
2022
Q3 | $21.8M | Buy |
212,558
+26,487
| +14% | +$2.71M | 2.98% | 8 |
|
|
2022
Q2 | $21.4M | Buy |
186,071
+137,118
| +280% | +$15.8M | 2.72% | 11 |
|
|
2022
Q1 | $6.47M | Buy |
48,953
+37,183
| +316% | +$4.91M | 0.8% | 36 |
|
|
2021
Q4 | $1.74M | Buy |
+11,770
| New | +$1.74M | 0.22% | 57 |
|