Financial Partners Group (Kansas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,317
| Closed | -$314K | – | 155 |
|
|
2021
Q1 | $314K | Buy |
2,317
+663
| +40% | +$89.9K | 0.09% | 109 |
|
|
2020
Q4 | $250K | Buy |
+1,654
| New | +$250K | 0.07% | 112 |
|
|
2020
Q1 | – | Sell |
-16,641
| Closed | -$2.38M | – | 84 |
|
|
2019
Q4 | $2.38M | Buy |
16,641
+1,660
| +11% | +$238K | 0.93% | 25 |
|
|
2019
Q3 | $2.14M | Buy |
+14,981
| New | +$2.14M | 0.95% | 24 |
|