GAG
Goodman Advisory Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-123,096
| Closed | -$11.6M | – | 210 |
|
|
2024
Q1 | $11.6M | Buy |
+123,096
| New | +$11.6M | 3.69% | 5 |
|
|
2023
Q4 | – | Sell |
-11,195
| Closed | -$993K | – | 176 |
|
|
2023
Q3 | $993K | Sell |
11,195
-31,561
| -74% | -$2.8M | 0.37% | 47 |
|
|
2023
Q2 | $4.4M | Sell |
42,756
-43,305
| -50% | -$4.46M | 1.63% | 24 |
|
|
2023
Q1 | $9.15M | Sell |
86,061
-158,533
| -65% | -$16.9M | 4.99% | 5 |
|
|
2022
Q4 | $24.4M | Buy |
244,594
+53,992
| +28% | +$5.38M | 14.17% | 1 |
|
|
2022
Q3 | $19.5M | Buy |
190,602
+86,281
| +83% | +$8.84M | 10.65% | 2 |
|
|
2022
Q2 | $12M | Buy |
+104,321
| New | +$12M | 5.34% | 5 |
|
|
2022
Q1 | – | Sell |
-2,135
| Closed | -$316K | – | 69 |
|
|
2021
Q4 | $316K | Buy |
+2,135
| New | +$316K | 0.11% | 54 |
|