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 |
|