Evanson Asset 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
Q1 | – | Sell |
-8,088
| Closed | -$800K | – | 319 |
|
|
2023
Q4 | $800K | Sell |
8,088
-111
| -1% | -$11K | 0.07% | 126 |
|
|
2023
Q3 | $727K | Buy |
8,199
+5,156
| +169% | +$457K | 0.07% | 127 |
|
|
2023
Q2 | $313K | Buy |
+3,043
| New | +$313K | 0.03% | 218 |
|
|
2015
Q1 | – | Sell |
-1,611
| Closed | -$203K | – | 207 |
|
|
2014
Q4 | $203K | Buy |
+1,611
| New | +$203K | 0.07% | 174 |
|