Lenox Wealth Advisors’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
2022
Q1
$3K Hold
2021
Q4
$4K Sell
2021
Q3
$8K Buy
2021
Q2
$4K Hold
2021
Q1
$4K Sell
2020
Q4
$352K Sell
2020
Q3
$31M Buy
2016
Q2
Sell
2016
Q1
$91K Buy
2015
Q4
$3K Buy