CW
Connectus Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-299,450
| Closed | -$29.6M | – | 506 |
|
|
2023
Q4 | $29.6M | Buy |
299,450
+224,923
| +302% | +$22.3M | 0.61% | 36 |
|
|
2023
Q3 | $6.64M | Sell |
74,527
-3,622
| -5% | -$323K | 0.15% | 142 |
|
|
2023
Q2 | $8.08M | Sell |
78,149
-140,826
| -64% | -$14.6M | 0.19% | 109 |
|
|
2023
Q1 | $23.3M | Buy |
218,975
+61,224
| +39% | +$6.52M | 0.57% | 57 |
|
|
2022
Q4 | $15.7M | Buy |
157,751
+75,020
| +91% | +$7.48M | 0.37% | 77 |
|
|
2022
Q3 | $8.49M | Buy |
+82,731
| New | +$8.49M | 0.18% | 132 |
|
|
2022
Q2 | – | Sell |
-24,344
| Closed | -$3.61M | – | 471 |
|
|
2022
Q1 | $3.61M | Buy |
+24,344
| New | +$3.61M | 0.11% | 123 |
|