Independent Portfolio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $275K | Buy |
2,200
+447
| +25% | +$55.9K | 0.11% | 249 |
|
|
2017
Q1 | $212K | Sell |
1,753
-957
| -35% | -$116K | 0.07% | 317 |
|
|
2016
Q4 | $323K | Buy |
2,710
+2,620
| +2,911% | +$312K | 0.11% | 256 |
|
|
2016
Q3 | $12K | Sell |
90
-6,825
| -99% | -$910K | ﹤0.01% | 659 |
|
|
2016
Q2 | $960K | Sell |
6,915
-2,785
| -29% | -$387K | 0.3% | 95 |
|
|
2016
Q1 | $1.27M | Sell |
9,700
-1,200
| -11% | -$157K | 0.35% | 85 |
|
|
2015
Q4 | $1.31M | Buy |
10,900
+10,560
| +3,106% | +$1.27M | 0.39% | 79 |
|
|
2015
Q3 | $42K | Sell |
340
-1,190
| -78% | -$147K | 0.01% | 608 |
|
|
2015
Q2 | $180K | Buy |
1,530
+1,295
| +551% | +$152K | 0.04% | 381 |
|
|
2015
Q1 | $31K | Sell |
235
-255
| -52% | -$33.6K | 0.01% | 653 |
|
|
2014
Q4 | $62K | Sell |
490
-1,659
| -77% | -$210K | 0.01% | 602 |
|
|
2014
Q3 | $250K | Sell |
2,149
-820
| -28% | -$95.4K | 0.07% | 433 |
|
|
2014
Q2 | $337K | Sell |
2,969
-635
| -18% | -$72.1K | 0.09% | 356 |
|
|
2014
Q1 | $393K | Buy |
+3,604
| New | +$393K | 0.12% | 308 |
|