GWM
Gupta Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $21.3M | Buy |
162,728
+16,390
| +11% | +$2.14M | 4.98% | 1 |
|
|
2015
Q4 | $17.6M | Buy |
146,338
+40,078
| +38% | +$4.83M | 4.49% | 2 |
|
|
2015
Q3 | $13.1M | Buy |
106,260
+49,445
| +87% | +$6.11M | 3.2% | 3 |
|
|
2015
Q2 | $6.67M | Buy |
56,815
+55,915
| +6,213% | +$6.57M | 1.64% | 12 |
|
|
2015
Q1 | $118K | Buy |
+900
| New | +$118K | 0.03% | 283 |
|