HHM Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11
| Closed | -$1.01K | – | 829 |
|
|
2024
Q2 | $1.01K | Buy |
+11
| New | +$1.01K | ﹤0.01% | 738 |
|
|
2023
Q4 | – | Sell |
-24
| Closed | -$2.13K | – | 813 |
|
|
2023
Q3 | $2.13K | Hold |
24
| – | – | ﹤0.01% | 713 |
|
|
2023
Q2 | $2.47K | Hold |
24
| – | – | ﹤0.01% | 719 |
|
|
2023
Q1 | $2.55K | Buy |
+24
| New | +$2.55K | ﹤0.01% | 707 |
|
|
2022
Q4 | – | Sell |
-7
| Closed | -$1K | – | 744 |
|
|
2022
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 632 |
|
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 770 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 688 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 660 |
|
|
2021
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 618 |
|