Comprehensive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-404,169
| Closed | -$43M | – | 38 |
|
|
2023
Q1 | $43M | Buy |
404,169
+18,248
| +5% | +$1.94M | 35.41% | 1 |
|
|
2022
Q4 | $38.4M | Buy |
385,921
+13,907
| +4% | +$1.38M | 35.37% | 1 |
|
|
2022
Q3 | $38.1M | Buy |
372,014
+18,557
| +5% | +$1.9M | 38.43% | 1 |
|
|
2022
Q2 | $40.6M | Buy |
353,457
+59,213
| +20% | +$6.8M | 35.03% | 1 |
|
|
2022
Q1 | $38.9M | Buy |
+294,244
| New | +$38.9M | 39.65% | 1 |
|