DI
Disciplined Investments’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
Q2 | – | Sell |
-7,680
| Closed | -$727K | – | 128 |
|
|
2024
Q1 | $727K | Buy |
+7,680
| New | +$727K | 0.4% | 66 |
|
|
2023
Q3 | – | Sell |
-50
| Closed | -$5.15K | – | 1404 |
|
|
2023
Q2 | $5.15K | Sell |
50
-3
| -6% | -$309 | ﹤0.01% | 416 |
|
|
2023
Q1 | $5.64K | Buy |
+53
| New | +$5.64K | ﹤0.01% | 414 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | – | – | 468 |
|
|
2019
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 436 |
|