Financial Architects (New Jersey)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,104
Closed -$410K 260
2022
Q1
$410K Buy
+3,104
New +$428K 0.06% 222
2020
Q4
Sell
-1,223
Closed -$200K 318
2020
Q3
$200K Sell
1,223
-32
-3% -$5.31K 0.04% 264
2020
Q2
$206K Buy
1,255
+660
+111% +$109K 0.05% 239
2020
Q1
$98K Buy
595
+159
+36% +$23.7K 0.03% 308
2019
Q4
$59K Sell
436
-8,325
-95% -$1.16M 0.01% 403
2019
Q3
$1.25M Buy
8,761
+8,351
+2,037% +$1.16M 0.29% 74
2019
Q2
$54K Buy
410
+230
+128% +$29.2K 0.01% 498
2019
Q1
$23K Buy
180
+160
+800% +$19.5K ﹤0.01% 847
2018
Q4
$2K Sell
20
-20
-50% -$2.31K ﹤0.01% 1236
2018
Q3
$5K Sell
40
-4
-9% -$480 ﹤0.01% 1234
2018
Q2
$5K Hold
44
﹤0.01% 1119
2018
Q1
$5K Sell
44
-225
-84% -$27.2K ﹤0.01% 1237
2017
Q4
$35K Buy
269
+229
+573% +$28.7K 0.01% 786
2017
Q3
$4K Hold
40
﹤0.01% 1328
2017
Q2
$6K Hold
40
﹤0.01% 1248
2017
Q1
$4K Hold
40
﹤0.01% 1345
2016
Q4
$4K Sell
40
-2,918
-99% -$365K ﹤0.01% 1199
2016
Q3
$407K Sell
2,958
-1,242
-30% -$172K 0.11% 157
2016
Q2
$584K Sell
4,200
-336
-7% -$44.3K 0.16% 118
2016
Q1
$592K Buy
+4,536
New +$581K 0.21% 97
2015
Q3
Sell
-20
Closed -$2K 842
2015
Q2
$2K Buy
+20
New +$2.45K ﹤0.01% 1117

Other funds holding TLT