GIA
Goodwin Investment Advisory’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-72
| Closed | -$7.41K | – | 86 |
|
|
2023
Q2 | $7.41K | Sell |
72
-558
| -89% | -$57.4K | ﹤0.01% | 76 |
|
|
2023
Q1 | $67K | Sell |
630
-3
| -0.5% | -$319 | 0.04% | 61 |
|
|
2022
Q4 | $63K | Sell |
633
-24,024
| -97% | -$2.39M | 0.04% | 75 |
|
|
2022
Q3 | $2.53M | Buy |
24,657
+10,159
| +70% | +$1.04M | 1.91% | 12 |
|
|
2022
Q2 | $1.67M | Buy |
14,498
+3,080
| +27% | +$354K | 1.28% | 14 |
|
|
2022
Q1 | $1.5M | Buy |
11,418
+1,776
| +18% | +$234K | 1.03% | 16 |
|
|
2021
Q4 | $1.41M | Buy |
9,642
+9,021
| +1,453% | +$1.32M | 1.05% | 13 |
|
|
2021
Q3 | $91K | Buy |
621
+225
| +57% | +$33K | 0.09% | 48 |
|
|
2021
Q2 | $58K | Sell |
396
-669
| -63% | -$98K | 0.06% | 62 |
|
|
2021
Q1 | $145K | Sell |
1,065
-1,292
| -55% | -$176K | 0.17% | 30 |
|
|
2020
Q4 | $371K | Buy |
+2,357
| New | +$371K | 0.45% | 19 |
|