Howard Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-10,056
| Closed | -$1.07M | – | 63 |
|
2023
Q1 | $1.07M | Buy |
+10,056
| New | +$1.07M | 0.18% | 30 |
|
2020
Q4 | – | Sell |
-7,561
| Closed | -$1.23M | – | 62 |
|
2020
Q3 | $1.23M | Buy |
+7,561
| New | +$1.23M | 0.28% | 19 |
|
2019
Q2 | – | Sell |
-323,268
| Closed | -$39.8M | – | 46 |
|
2019
Q1 | $39.8M | Buy |
+323,268
| New | +$39.8M | 19.89% | 1 |
|