Edge Wealth Management’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
Q2 | – | Sell |
-5,400
| Closed | -$511K | – | 83 |
|
|
2024
Q1 | $511K | Buy |
+5,400
| New | +$511K | 0.11% | 48 |
|
|
2019
Q2 | – | Sell |
-17
| Closed | -$2K | – | 614 |
|
|
2019
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 514 |
|
|
2018
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 528 |
|
|
2018
Q3 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 546 |
|
|
2013
Q4 | – | Sell |
-300
| Closed | -$32K | – | 368 |
|
|
2013
Q3 | $32K | Hold |
300
| – | – | 0.02% | 168 |
|
|
2013
Q2 | $33K | Buy |
+300
| New | +$33K | 0.02% | 154 |
|