EPA
Element Pointe 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
Q1 | – | Sell |
-3,816
| Closed | -$565K | – | 113 |
|
|
2021
Q4 | $565K | Buy |
+3,816
| New | +$565K | 0.17% | 73 |
|
|
2021
Q2 | – | Sell |
-2,183
| Closed | -$295K | – | 135 |
|
|
2021
Q1 | $295K | Buy |
+2,183
| New | +$295K | 0.1% | 99 |
|
|
2020
Q4 | – | Sell |
-1,268
| Closed | -$207K | – | 114 |
|
|
2020
Q3 | $207K | Buy |
+1,268
| New | +$207K | 0.09% | 101 |
|