LTI
Laffer Tengler Investments’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
Q1 | – | Sell |
-4,253
| Closed | -$670K | – | 347 |
|
|
2020
Q4 | $670K | Buy |
4,253
+4,214
| +10,805% | +$664K | 0.28% | 93 |
|
|
2020
Q3 | $6.37K | Hold |
39
| – | – | ﹤0.01% | 256 |
|
|
2020
Q2 | $6.39K | Buy |
+39
| New | +$6.39K | ﹤0.01% | 246 |
|
|
2016
Q4 | – | Sell |
-270
| Closed | -$37.1K | – | 282 |
|
|
2016
Q3 | $37.1K | Hold |
270
| – | – | 0.01% | 207 |
|
|
2016
Q2 | $37.5K | Buy |
270
+64
| +31% | +$8.89K | 0.01% | 204 |
|
|
2016
Q1 | $26.9K | Buy |
+206
| New | +$26.9K | 0.01% | 212 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 209 |
|
|
2015
Q3 | – | Sell |
-206
| Closed | -$24.2K | – | 215 |
|
|
2015
Q2 | $24.2K | Buy |
206
+76
| +58% | +$8.93K | 0.01% | 215 |
|
|
2015
Q1 | $17K | Buy |
+130
| New | +$17K | ﹤0.01% | 201 |
|
|
2014
Q4 | – | Sell |
-235
| Closed | -$27.3K | – | 199 |
|
|
2014
Q3 | $27.3K | Hold |
235
| – | – | ﹤0.01% | 200 |
|
|
2014
Q2 | $26.7K | Hold |
235
| – | – | ﹤0.01% | 200 |
|
|
2014
Q1 | $25.6K | Hold |
235
| – | – | ﹤0.01% | 212 |
|
|
2013
Q4 | $23.9K | Buy |
+235
| New | +$23.9K | ﹤0.01% | 213 |
|
|
2013
Q3 | – | Sell |
-235
| Closed | -$26K | – | 193 |
|
|
2013
Q2 | $26K | Buy |
+235
| New | +$26K | 0.01% | 173 |
|