CMC Financial Group’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 |
-41,655
| Closed | -$4.09M | – | 31 |
|
|
2024
Q3 | $4.09M | Buy |
+41,655
| New | +$4.09M | 6.01% | 7 |
|
|
2024
Q2 | – | Sell |
-51,703
| Closed | -$4.89M | – | 18 |
|
|
2024
Q1 | $4.89M | Sell |
51,703
-40,050
| -44% | -$3.79M | 6.9% | 4 |
|
|
2023
Q4 | $8.86M | Buy |
+91,753
| New | +$8.86M | 11.84% | 3 |
|
|
2022
Q4 | – | Sell |
-12,581
| Closed | -$1.29M | – | 23 |
|
|
2022
Q3 | $1.29M | Buy |
+12,581
| New | +$1.29M | 3.03% | 8 |
|