Financial & Tax Architects’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,876
| Closed | -$248K | – | 94 |
|
|
2022
Q1 | $248K | Sell |
1,876
-3,910
| -68% | -$516K | 0.09% | 82 |
|
|
2021
Q4 | $857K | Buy |
5,786
+371
| +7% | +$55K | 0.35% | 68 |
|
|
2021
Q3 | $782K | Buy |
5,415
+2,477
| +84% | +$357K | 0.36% | 69 |
|
|
2021
Q2 | $424K | Sell |
2,938
-930
| -24% | -$134K | 0.21% | 77 |
|
|
2021
Q1 | $524K | Buy |
+3,868
| New | +$524K | 0.29% | 68 |
|