FirstPurpose Wealth’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 | $633K | Sell |
7,015
-6,511
| -48% | -$587K | 0.23% | 78 |
|
|
2023
Q4 | $1.34M | Buy |
+13,526
| New | +$1.34M | 0.51% | 31 |
|
|
2023
Q3 | – | Sell |
-13,050
| Closed | -$1.34M | – | 207 |
|
|
2023
Q2 | $1.34M | Buy |
13,050
+75
| +0.6% | +$7.72K | 0.58% | 29 |
|
|
2023
Q1 | $1.38M | Buy |
12,975
+111
| +0.9% | +$11.8K | 0.68% | 28 |
|
|
2022
Q4 | $1.28M | Buy |
12,864
+6,698
| +109% | +$667K | 0.72% | 26 |
|
|
2022
Q3 | $632K | Buy |
+6,166
| New | +$632K | 0.42% | 47 |
|
|
2022
Q1 | – | Sell |
-6,527
| Closed | -$967K | – | 160 |
|
|
2021
Q4 | $967K | Buy |
+6,527
| New | +$967K | 0.61% | 28 |
|