ICA Group Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $293K | Sell |
3,196
-485
| -13% | -$44.5K | 0.18% | 79 |
|
|
2024
Q1 | $348K | Buy |
3,681
+964
| +35% | +$91.2K | 0.07% | 211 |
|
|
2023
Q4 | $269K | Buy |
2,717
+311
| +13% | +$30.8K | 0.06% | 215 |
|
|
2023
Q3 | $211K | Buy |
2,406
+2,136
| +791% | +$187K | 0.06% | 218 |
|
|
2023
Q2 | $27.8K | Buy |
+270
| New | +$27.8K | 0.01% | 622 |
|
|
2023
Q1 | – | Sell |
-633
| Closed | -$63K | – | 1371 |
|
|
2022
Q4 | $63K | Buy |
+633
| New | +$63K | 0.01% | 462 |
|