Burleson & Co’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$4.02M Buy
2022
Q3
$3.54M Sell
2022
Q2
$4.21M Buy
2022
Q1
$3.53M Buy
2021
Q4
$148K Hold
2021
Q3
$144K Sell
2021
Q2
$505K Sell
2021
Q1
$1.6M Buy
2020
Q4
$394K Hold
2020
Q3
$399K Hold
2020
Q2
$425K Hold
2020
Q1
$410K Buy