IWC
Integrated Wealth Counsel’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $119K | Sell |
1,000
-28
| -3% | -$3.33K | 0.26% | 44 |
|
|
2016
Q3 | $141K | Buy |
+1,028
| New | +$141K | 0.3% | 38 |
|
|
2014
Q2 | – | Sell |
-61,945
| Closed | -$6.76M | – | 148 |
|
|
2014
Q1 | $6.76M | Sell |
61,945
-161,505
| -72% | -$17.6M | 5.33% | 5 |
|
|
2013
Q4 | $22.8M | Buy |
223,450
+59,880
| +37% | +$6.1M | 16.71% | 1 |
|
|
2013
Q3 | $17.4M | Buy |
+163,570
| New | +$17.4M | 12.69% | 1 |
|