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Doliver Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,970
| Closed | -$686K | – | 168 |
|
|
2022
Q2 | $686K | Buy |
5,970
+3,970
| +199% | +$456K | 0.24% | 68 |
|
|
2022
Q1 | $264K | Buy |
+2,000
| New | +$264K | 0.08% | 142 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 180 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 150 |
|
|
2020
Q2 | – | Sell |
-1,704
| Closed | -$286K | – | 190 |
|
|
2020
Q1 | $286K | Buy |
+1,704
| New | +$286K | 0.14% | 86 |
|
|
2019
Q4 | – | Sell |
-3,525
| Closed | -$493K | – | 164 |
|
|
2019
Q3 | $493K | Buy |
+3,525
| New | +$493K | 0.2% | 54 |
|