BAM
Bruderman Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,594
| Closed | -$374K | – | 126 |
|
|
2021
Q3 | $374K | Buy |
+2,594
| New | +$374K | 0.09% | 94 |
|
|
2021
Q2 | – | Sell |
-7,157
| Closed | -$969K | – | 116 |
|
|
2021
Q1 | $969K | Sell |
7,157
-205
| -3% | -$27.8K | 0.27% | 71 |
|
|
2020
Q4 | $1.16M | Sell |
7,362
-271
| -4% | -$42.7K | 0.34% | 69 |
|
|
2020
Q3 | $1.25M | Sell |
7,633
-261
| -3% | -$42.6K | 0.41% | 63 |
|
|
2020
Q2 | $1.29M | Sell |
7,894
-1,044
| -12% | -$171K | 0.43% | 59 |
|
|
2020
Q1 | $1.49M | Buy |
+8,938
| New | +$1.49M | 0.59% | 47 |
|