Legacy Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,384
| Closed | -$234K | – | 164 |
|
|
2024
Q3 | $234K | Hold |
2,384
| – | – | 0.05% | 149 |
|
|
2024
Q2 | $219K | Hold |
2,384
| – | – | 0.05% | 140 |
|
|
2024
Q1 | $226K | Hold |
2,384
| – | – | 0.06% | 144 |
|
|
2023
Q4 | $236K | Hold |
2,384
| – | – | 0.06% | 149 |
|
|
2023
Q3 | $211K | Hold |
2,384
| – | – | 0.06% | 150 |
|
|
2023
Q2 | $245K | Buy |
+2,384
| New | +$245K | 0.07% | 143 |
|