GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1M | Buy |
10,126
+33
| +0.3% | +$3.26K | 0.03% | 226 |
|
|
2023
Q3 | $895K | Sell |
10,093
-5,599
| -36% | -$496K | 0.03% | 223 |
|
|
2023
Q2 | $1.62M | Buy |
15,692
+2,200
| +16% | +$226K | 0.06% | 179 |
|
|
2023
Q1 | $1.44M | Buy |
13,492
+3,620
| +37% | +$385K | 0.06% | 177 |
|
|
2022
Q4 | $983K | Buy |
+9,872
| New | +$983K | 0.04% | 197 |
|
|
2020
Q4 | – | Sell |
-2,622
| Closed | -$428K | – | 312 |
|
|
2020
Q3 | $428K | Sell |
2,622
-3,029
| -54% | -$494K | 0.03% | 164 |
|
|
2020
Q2 | $926K | Buy |
+5,651
| New | +$926K | 0.08% | 121 |
|