High Net Worth Advisory Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-167
| Closed | -$16.6K | – | 544 |
|
|
2022
Q4 | $16.6K | Sell |
167
-600
| -78% | -$59.7K | 0.01% | 456 |
|
|
2022
Q3 | $79K | Sell |
767
-500
| -39% | -$51.5K | 0.03% | 262 |
|
|
2022
Q2 | $146K | Buy |
1,267
+500
| +65% | +$57.6K | 0.06% | 211 |
|
|
2022
Q1 | $101K | Hold |
767
| – | – | 0.04% | 247 |
|
|
2021
Q4 | $114K | Buy |
+767
| New | +$114K | 0.04% | 235 |
|