Family 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
Q3 | $296K | Sell |
3,022
-140
| -4% | -$13.7K | 0.18% | 88 |
|
|
2024
Q2 | $290K | Sell |
3,162
-1,979
| -38% | -$182K | 0.19% | 88 |
|
|
2024
Q1 | $486K | Sell |
5,141
-846
| -14% | -$80K | 0.3% | 69 |
|
|
2023
Q4 | $592K | Buy |
5,987
+4,013
| +203% | +$397K | 0.39% | 60 |
|
|
2023
Q3 | $175K | Sell |
1,974
-30
| -1% | -$2.66K | 0.13% | 100 |
|
|
2023
Q2 | $206K | Sell |
2,004
-242
| -11% | -$24.9K | 0.14% | 102 |
|
|
2023
Q1 | $239K | Sell |
2,246
-1,713
| -43% | -$182K | 0.17% | 92 |
|
|
2022
Q4 | $394K | Buy |
+3,959
| New | +$394K | 0.33% | 63 |
|