Buckingham Strategic Wealth’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
Q2 | $2.89M | Buy |
31,497
+2,971
| +10% | +$273K | 0.03% | 195 |
|
|
2024
Q1 | $2.7M | Buy |
28,526
+26,314
| +1,190% | +$2.49M | 0.03% | 206 |
|
|
2023
Q4 | $219K | Buy |
+2,212
| New | +$219K | ﹤0.01% | 658 |
|
|
2020
Q2 | – | Sell |
-1,994
| Closed | -$329K | – | 475 |
|
|
2020
Q1 | $329K | Buy |
+1,994
| New | +$329K | 0.03% | 326 |
|
|
2015
Q1 | – | Sell |
-2,273
| Closed | -$286K | – | 227 |
|
|
2014
Q4 | $286K | Buy |
+2,273
| New | +$286K | 0.11% | 142 |
|