Davis Rea’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
Q3 | – | Sell |
-22,005
| Closed | -$2.02M | – | 39 |
|
|
2024
Q2 | $2.02M | Sell |
22,005
-120,000
| -85% | -$11M | 1.01% | 20 |
|
|
2024
Q1 | $13.4M | Buy |
+142,005
| New | +$13.4M | 6.12% | 6 |
|
|
2023
Q4 | – | Sell |
-20,000
| Closed | -$1.77M | – | 41 |
|
|
2023
Q3 | $1.77M | Buy |
+20,000
| New | +$1.77M | 0.96% | 26 |
|