Heritage Wealth Management (Arizona)’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 | $176K | Buy |
1,770
+845
| +91% | +$84.1K | 0.03% | 345 |
|
|
2022
Q3 | $95K | Buy |
925
+50
| +6% | +$5.14K | 0.03% | 329 |
|
|
2022
Q2 | $101K | Hold |
875
| – | – | 0.03% | 334 |
|
|
2022
Q1 | $116K | Buy |
+875
| New | +$116K | 0.03% | 351 |
|
|
2021
Q3 | $134K | Buy |
927
+41
| +5% | +$5.93K | 0.05% | 286 |
|
|
2021
Q2 | $128K | Hold |
886
| – | – | 0.05% | 296 |
|
|
2021
Q1 | $120K | Buy |
+886
| New | +$120K | 0.07% | 226 |
|