Frontier Wealth Management’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
Q1
Sell
-1,691
Closed -$251K 434
2021
Q4
$251K Sell
1,691
-2,108
-55% -$311K 0.02% 355
2021
Q3
$548K Sell
3,799
-12,591
-77% -$1.87M 0.04% 259
2021
Q2
$2.37M Sell
16,390
-12,409
-43% -$1.73M 0.17% 108
2021
Q1
$3.9M Buy
28,799
+15,321
+114% +$2.22M 0.3% 70
2020
Q4
$2.13M Buy
+13,478
New +$2.14M 0.17% 98
2018
Q2
Sell
-2,519
Closed -$307K 416
2018
Q1
$307K Buy
+2,519
New +$304K 0.04% 302
2017
Q4
Sell
-2,696
Closed -$336K 397
2017
Q3
$336K Buy
+2,696
New +$339K 0.05% 281
2017
Q2
Sell
-3,954
Closed -$477K 407
2017
Q1
$477K Sell
3,954
-4,148
-51% -$498K 0.07% 233
2016
Q4
$965K Sell
8,102
-4,113
-34% -$515K 0.16% 159
2016
Q3
$1.68M Buy
12,215
+2,704
+28% +$375K 0.26% 95
2016
Q2
$1.32M Sell
9,511
-2,699
-22% -$356K 0.21% 112
2016
Q1
$1.59M Sell
12,210
-8,261
-40% -$1.06M 0.13% 93
2015
Q4
$2.47M Sell
20,471
-4,426
-18% -$539K 0.4% 72
2015
Q3
$3.08M Sell
24,897
-41,996
-63% -$5.1M 0.49% 53
2015
Q2
$7.86M Buy
66,893
+34,584
+107% +$4.24M 1.21% 16
2015
Q1
$4.22M Sell
32,309
-36,510
-53% -$4.77M 0.68% 33
2014
Q4
$8.67M Buy
+68,819
New +$8.34M 1.63% 10

Other funds holding TLT