Independent Wealth Network’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 | – | Sell |
-4,744
| Closed | -$465K | – | 248 |
|
|
2024
Q3 | $465K | Buy |
+4,744
| New | +$465K | 0.21% | 123 |
|
|
2024
Q2 | – | Sell |
-7,220
| Closed | -$683K | – | 226 |
|
|
2024
Q1 | $683K | Buy |
7,220
+2,314
| +47% | +$219K | 0.32% | 83 |
|
|
2023
Q4 | $485K | Buy |
4,906
+2,315
| +89% | +$229K | 0.26% | 106 |
|
|
2023
Q3 | $230K | Sell |
2,591
-446
| -15% | -$39.6K | 0.14% | 167 |
|
|
2023
Q2 | $313K | Sell |
3,037
-44
| -1% | -$4.53K | 0.19% | 145 |
|
|
2023
Q1 | $328K | Sell |
3,081
-90
| -3% | -$9.58K | 0.21% | 120 |
|
|
2022
Q4 | $316K | Sell |
3,171
-126
| -4% | -$12.5K | 0.22% | 119 |
|
|
2022
Q3 | $338K | Sell |
3,297
-113
| -3% | -$11.6K | 0.26% | 105 |
|
|
2022
Q2 | $392K | Sell |
3,410
-11
| -0.3% | -$1.27K | 0.28% | 93 |
|
|
2022
Q1 | $452K | Sell |
3,421
-11,024
| -76% | -$1.46M | 0.29% | 95 |
|
|
2021
Q4 | $2.14M | Buy |
14,445
+314
| +2% | +$46.5K | 1.32% | 19 |
|
|
2021
Q3 | $2.06M | Buy |
+14,131
| New | +$2.06M | 1.34% | 16 |
|