LifePro Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $733K | Sell |
7,472
-1,527
| -17% | -$150K | 0.45% | 65 |
|
|
2024
Q2 | $826K | Sell |
8,999
-4,878
| -35% | -$448K | 0.59% | 44 |
|
|
2024
Q1 | $1.31M | Sell |
13,877
-2,160
| -13% | -$204K | 0.87% | 37 |
|
|
2023
Q4 | $1.59M | Sell |
16,037
-1,682
| -9% | -$166K | 1.23% | 28 |
|
|
2023
Q3 | $1.57M | Sell |
17,719
-2,901
| -14% | -$257K | 1.3% | 27 |
|
|
2023
Q2 | $2.12M | Sell |
20,620
-15,749
| -43% | -$1.62M | 1.64% | 25 |
|
|
2023
Q1 | $3.62M | Hold |
36,369
| – | – | 2.63% | 10 |
|
|
2022
Q4 | $3.62M | Buy |
+36,369
| New | +$3.62M | 2.65% | 10 |
|
|
2022
Q3 | – | Sell |
-22,191
| Closed | -$2.55M | – | 123 |
|
|
2022
Q2 | $2.55M | Buy |
+22,191
| New | +$2.55M | 1.32% | 31 |
|