HBW Advisory Services’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
Q4 | – | Sell |
-8,422
| Closed | -$826K | – | 409 |
|
|
2024
Q3 | $826K | Buy |
8,422
+5,130
| +156% | +$503K | 0.12% | 154 |
|
|
2024
Q2 | $302K | Buy |
+3,292
| New | +$302K | 0.05% | 255 |
|
|
2023
Q1 | – | Sell |
-2,209
| Closed | -$220K | – | 287 |
|
|
2022
Q4 | $220K | Buy |
2,209
+901
| +69% | +$89.7K | 0.06% | 234 |
|
|
2022
Q3 | $134K | Buy |
+1,308
| New | +$134K | 0.04% | 218 |
|
|
2022
Q1 | – | Sell |
-4,094
| Closed | -$607K | – | 268 |
|
|
2021
Q4 | $607K | Buy |
4,094
+1,167
| +40% | +$173K | 0.14% | 141 |
|
|
2021
Q3 | $422K | Buy |
+2,927
| New | +$422K | 0.11% | 174 |
|
|
2021
Q1 | – | Sell |
-1,348
| Closed | -$213K | – | 263 |
|
|
2020
Q4 | $213K | Buy |
1,348
+27
| +2% | +$4.27K | 0.06% | 202 |
|
|
2020
Q3 | $216K | Buy |
+1,321
| New | +$216K | 0.09% | 176 |
|