Bridge Advisory’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
Q1 | – | Sell |
-2,715
| Closed | -$268K | – | 113 |
|
|
2023
Q4 | $268K | Sell |
2,715
-4,934
| -65% | -$488K | 0.13% | 94 |
|
|
2023
Q3 | $678K | Buy |
7,649
+5,383
| +238% | +$477K | 0.24% | 78 |
|
|
2023
Q2 | $233K | Buy |
+2,266
| New | +$233K | 0.09% | 121 |
|
|
2021
Q3 | – | Sell |
-1,413
| Closed | -$204K | – | 88 |
|
|
2021
Q2 | $204K | Buy |
+1,413
| New | +$204K | 0.1% | 84 |
|
|
2021
Q1 | – | Sell |
-9,196
| Closed | -$1.45M | – | 92 |
|
|
2020
Q4 | $1.45M | Buy |
+9,196
| New | +$1.45M | 0.68% | 26 |
|