Householder Group Estate & Retirement Specialist’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 | $201K | Sell |
2,307
-137
| -6% | -$11.9K | 0.15% | 102 |
|
|
2024
Q3 | $239K | Buy |
2,444
+411
| +20% | +$40.2K | 0.07% | 222 |
|
|
2024
Q2 | $186K | Buy |
2,033
+35
| +2% | +$3.2K | 0.05% | 253 |
|
|
2024
Q1 | $189K | Sell |
1,998
-30
| -1% | -$2.84K | 0.06% | 249 |
|
|
2023
Q4 | $200K | Buy |
2,028
+4
| +0.2% | +$394 | 0.07% | 241 |
|
|
2023
Q3 | $180K | Buy |
+2,024
| New | +$180K | 0.06% | 228 |
|
|
2023
Q1 | $119K | Buy |
+1,122
| New | +$119K | 0.05% | 270 |
|
|
2022
Q4 | – | Sell |
-1,260
| Closed | -$129K | – | 1061 |
|
|
2022
Q3 | $129K | Buy |
+1,260
| New | +$129K | 0.05% | 225 |
|
|
2022
Q1 | – | Sell |
-1,565
| Closed | -$232K | – | 205 |
|
|
2021
Q4 | $232K | Buy |
+1,565
| New | +$232K | 0.09% | 183 |
|