CFAM
Center For 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,657
| Closed | -$364K | – | 119 |
|
|
2022
Q4 | $364K | Sell |
3,657
-18,609
| -84% | -$1.85M | 0.34% | 78 |
|
|
2022
Q3 | $2.28M | Buy |
+22,266
| New | +$2.28M | 2.27% | 11 |
|
|
2022
Q1 | – | Sell |
-28,448
| Closed | -$4.22M | – | 144 |
|
|
2021
Q4 | $4.22M | Buy |
28,448
+2,700
| +10% | +$400K | 3.12% | 8 |
|
|
2021
Q3 | $3.72M | Buy |
25,748
+3,903
| +18% | +$563K | 3.13% | 9 |
|
|
2021
Q2 | $3.15M | Buy |
+21,845
| New | +$3.15M | 2.72% | 10 |
|