Guardian Capital Advisors’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
Q4 | – | Sell |
-11,170
| Closed | -$1.12M | – | 164 |
|
|
2022
Q3 | $1.12M | Buy |
+11,170
| New | +$1.12M | 0.14% | 92 |
|
|
2021
Q2 | – | Sell |
-2,900
| Closed | -$400K | – | 179 |
|
|
2021
Q1 | $400K | Buy |
+2,900
| New | +$400K | 0.05% | 136 |
|
|
2017
Q3 | – | Sell |
-1,700
| Closed | -$209K | – | 165 |
|
|
2017
Q2 | $209K | Sell |
1,700
-400
| -19% | -$49.2K | 0.03% | 153 |
|
|
2017
Q1 | $255K | Buy |
+2,100
| New | +$255K | 0.04% | 142 |
|
|
2014
Q2 | – | Sell |
-2,400
| Closed | -$258K | – | 183 |
|
|
2014
Q1 | $258K | Hold |
2,400
| – | – | 0.05% | 159 |
|
|
2013
Q4 | $257K | Buy |
+2,400
| New | +$257K | 0.05% | 154 |
|