Graves Light Lenhart 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-42
| Closed | -$5K | – | 555 |
|
2022
Q2 | $5K | Hold |
42
| – | – | ﹤0.01% | 543 |
|
2022
Q1 | $6K | Hold |
42
| – | – | ﹤0.01% | 582 |
|
2021
Q4 | $6K | Hold |
42
| – | – | ﹤0.01% | 646 |
|
2021
Q3 | $6K | Hold |
42
| – | – | ﹤0.01% | 631 |
|
2021
Q2 | $6K | Hold |
42
| – | – | ﹤0.01% | 620 |
|
2021
Q1 | $6K | Buy |
42
+5
| +14% | +$714 | ﹤0.01% | 631 |
|
2020
Q4 | $6K | Buy |
+37
| New | +$6K | ﹤0.01% | 608 |
|