Channel 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
Q4 | – | Sell |
-9,396
| Closed | -$922K | – | 176 |
|
|
2024
Q3 | $922K | Sell |
9,396
-4,053
| -30% | -$398K | 0.3% | 63 |
|
|
2024
Q2 | $1.23M | Sell |
13,449
-4,826
| -26% | -$443K | 0.45% | 58 |
|
|
2024
Q1 | $1.73M | Sell |
18,275
-3,625
| -17% | -$343K | 0.7% | 44 |
|
|
2023
Q4 | $2.17M | Sell |
21,900
-6,243
| -22% | -$617K | 1.02% | 36 |
|
|
2023
Q3 | $2.5M | Sell |
28,143
-3,416
| -11% | -$303K | 1.4% | 18 |
|
|
2023
Q2 | $3.25M | Buy |
31,559
+3,600
| +13% | +$371K | 1.87% | 9 |
|
|
2023
Q1 | $2.97M | Buy |
+27,959
| New | +$2.97M | 1.92% | 6 |
|