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Carmichael Hill & Associates’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.09M | Buy |
11,075
+3,136
| +40% | +$308K | 0.39% | 58 |
|
|
2024
Q2 | $729K | Buy |
7,939
+473
| +6% | +$43.4K | 0.29% | 71 |
|
|
2024
Q1 | $706K | Buy |
7,466
+1,835
| +33% | +$174K | 0.28% | 73 |
|
|
2023
Q4 | $557K | Buy |
+5,631
| New | +$557K | 0.23% | 77 |
|
|
2021
Q3 | – | Sell |
-16
| Closed | -$2K | – | 722 |
|
|
2021
Q2 | $2K | Sell |
16
-27
| -63% | -$3.38K | ﹤0.01% | 628 |
|
|
2021
Q1 | $6K | Sell |
43
-15
| -26% | -$2.09K | ﹤0.01% | 533 |
|
|
2020
Q4 | $9K | Sell |
58
-36
| -38% | -$5.59K | 0.01% | 481 |
|
|
2020
Q3 | $15K | Sell |
94
-97
| -51% | -$15.5K | 0.01% | 389 |
|
|
2020
Q2 | $31K | Buy |
191
+41
| +27% | +$6.65K | 0.02% | 294 |
|
|
2020
Q1 | $25K | Buy |
150
+61
| +69% | +$10.2K | 0.02% | 297 |
|
|
2019
Q4 | $12K | Buy |
+89
| New | +$12K | 0.01% | 405 |
|