Financial Advisory Group’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 | $2.68M | Sell |
28,313
-2,087
| -7% | -$197K | 0.47% | 28 |
|
|
2023
Q4 | $3.01M | Sell |
30,400
-3,165
| -9% | -$313K | 0.57% | 23 |
|
|
2023
Q3 | $2.98M | Buy |
33,565
+7,461
| +29% | +$662K | 0.61% | 23 |
|
|
2023
Q2 | $2.69M | Buy |
26,104
+12,609
| +93% | +$1.3M | 0.53% | 26 |
|
|
2023
Q1 | $1.44M | Buy |
13,495
+2,312
| +21% | +$246K | 0.29% | 39 |
|
|
2022
Q4 | $1.11M | Buy |
+11,183
| New | +$1.11M | 0.24% | 41 |
|