CRA Financial Services’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
2022
Q2
Sell
-2,508
Closed -$331K 219
2022
Q1
$331K Hold
2,508
0.1% 137
2021
Q4
$372K Sell
2,508
-3,875
-61% -$575K 0.11% 134
2021
Q3
$921K Sell
6,383
-5,575
-47% -$804K 0.31% 63
2021
Q2
$1.73M Sell
11,958
-2,050
-15% -$296K 0.6% 32
2021
Q1
$1.9M Buy
14,008
+10,884
+348% +$1.47M 0.73% 28
2020
Q4
$493K Buy
+3,124
New +$493K 0.21% 91