Kohmann Bosshard Financial Services’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
2020
Q1
Sell
-2,859
Closed -$387K 124
2019
Q4
$387K Sell
2,859
-141
-5% -$19.1K 0.14% 55
2019
Q3
$429K Buy
3,000
+300
+11% +$42.9K 0.17% 50
2019
Q2
$359K Buy
2,700
+1,700
+170% +$226K 0.15% 55
2019
Q1
$126K Buy
+1,000
New +$126K 0.06% 92