L.J. Altfest & Co’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$1.68M Buy
2022
Q4
Sell
2022
Q3
$2.41M Buy
2022
Q2
Sell
2022
Q1
$313K Buy
2021
Q3
Sell
2021
Q2
$238K Buy
2021
Q1
Sell
2020
Q4
$2.54M Buy
2020
Q3
$469K Sell
2020
Q2
$6.29M Buy
2020
Q1
$800K Buy