Lake Hills 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
Q2 | – | Sell |
-10,448
| Closed | -$1.11M | – | 48 |
|
|
2023
Q1 | $1.11M | Sell |
10,448
-8,705
| -45% | -$926K | 1.16% | 19 |
|
|
2022
Q4 | $1.91M | Buy |
+19,153
| New | +$1.91M | 1.9% | 18 |
|
|
2022
Q2 | – | Sell |
-63,830
| Closed | -$8.43M | – | 37 |
|
|
2022
Q1 | $8.43M | Buy |
63,830
+57,619
| +928% | +$7.61M | 6.06% | 6 |
|
|
2021
Q4 | $920K | Buy |
+6,211
| New | +$920K | 0.65% | 27 |
|