CLA (CliftonLarsonAllen) Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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2021
Q3 | $207K | Sell |
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2021
Q2 | $784K | Sell |
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2021
Q1 | $1.93M | Sell |
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|
2020
Q4 | $2.28M | Buy |
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|
2016
Q4 | – | Sell |
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2016
Q3 | $3.57M | Buy |
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|
2016
Q2 | $2.93M | Buy |
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|
2016
Q1 | $2.47M | Sell |
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|
2015
Q4 | $2.71M | Sell |
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|
2015
Q3 | $6.13M | Buy |
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|
2015
Q2 | $4.85M | Buy |
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