Great Lakes Retirement’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
Q3 | – | Sell |
-90
| Closed | -$8.26K | – | 617 |
|
|
2024
Q2 | $8.26K | Buy |
+90
| New | +$8.26K | ﹤0.01% | 497 |
|
|
2023
Q4 | – | Sell |
-13,693
| Closed | -$1.21M | – | 233 |
|
|
2023
Q3 | $1.21M | Sell |
13,693
-777
| -5% | -$68.9K | 0.22% | 98 |
|
|
2023
Q2 | $1.49M | Sell |
14,470
-843
| -6% | -$86.8K | 0.26% | 80 |
|
|
2023
Q1 | $1.63M | Buy |
+15,313
| New | +$1.63M | 0.31% | 60 |
|