J. Arnold 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $699K | Sell |
7,045
-2,318
| -25% | -$230K | 0.24% | 20 |
|
|
2023
Q3 | $832K | Buy |
+9,363
| New | +$832K | 0.34% | 16 |
|
|
2023
Q1 | – | Sell |
-4,726
| Closed | -$470K | – | 81 |
|
|
2022
Q4 | $470K | Buy |
+4,726
| New | +$470K | 0.23% | 25 |
|
|
2021
Q1 | – | Sell |
-653
| Closed | -$103K | – | 114 |
|
|
2020
Q4 | $103K | Buy |
653
+129
| +25% | +$20.3K | 0.06% | 49 |
|
|
2020
Q3 | $86K | Buy |
+524
| New | +$86K | 0.06% | 38 |
|