Eldridge Investment Advisors’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 |
-13,000
| Closed | -$1.19M | – | 152 |
|
|
2024
Q2 | $1.19M | Buy |
+13,000
| New | +$1.19M | 0.3% | 70 |
|
|
2022
Q4 | – | Sell |
-3,000
| Closed | -$307K | – | 139 |
|
|
2022
Q3 | $307K | Sell |
3,000
-9,305
| -76% | -$952K | 0.12% | 101 |
|
|
2022
Q2 | $1.41M | Sell |
12,305
-1,145
| -9% | -$131K | 0.53% | 35 |
|
|
2022
Q1 | $1.78M | Buy |
+13,450
| New | +$1.78M | 0.6% | 32 |
|
|
2020
Q4 | – | Sell |
-4,370
| Closed | -$713K | – | 110 |
|
|
2020
Q3 | $713K | Buy |
+4,370
| New | +$713K | 0.34% | 43 |
|
|
2019
Q4 | – | Sell |
-9,142
| Closed | -$1.31M | – | 102 |
|
|
2019
Q3 | $1.31M | Buy |
+9,142
| New | +$1.31M | 0.67% | 28 |
|