IDA
Intelligence Driven Advisers’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,691
| Closed | -$530K | – | 100 |
|
|
2021
Q3 | $530K | Sell |
3,691
-2,492
| -40% | -$358K | 0.12% | 46 |
|
|
2021
Q2 | $893K | Sell |
6,183
-60,122
| -91% | -$8.68M | 0.17% | 47 |
|
|
2021
Q1 | $8.98M | Buy |
66,305
+10,905
| +20% | +$1.48M | 2.02% | 19 |
|
|
2020
Q4 | $8.74M | Buy |
+55,400
| New | +$8.74M | 1.96% | 19 |
|