LGWM
Litman Gregory Wealth Management’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
Q2 | – | Sell |
-9
| Closed | -$1K | – | 177 |
|
|
2021
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 188 |
|
|
2020
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 189 |
|
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 204 |
|
|
2020
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 170 |
|
|
2020
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 162 |
|
|
2019
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 204 |
|
|
2019
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 214 |
|
|
2019
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 234 |
|
|
2018
Q1 | – | Sell |
-464
| Closed | -$59 | – | 172 |
|
|
2017
Q4 | $59 | Hold |
464
| – | – | 0.02% | 48 |
|
|
2017
Q3 | $58K | Hold |
464
| – | – | 0.03% | 48 |
|
|
2017
Q2 | $58K | Sell |
464
-80
| -15% | -$10K | 0.03% | 34 |
|
|
2017
Q1 | $66K | Hold |
544
| – | – | 0.04% | 36 |
|
|
2016
Q4 | $65K | Hold |
544
| – | – | 0.04% | 32 |
|
|
2016
Q3 | $75K | Hold |
544
| – | – | 0.05% | 26 |
|
|
2016
Q2 | $76K | Hold |
544
| – | – | 0.06% | 25 |
|
|
2016
Q1 | $71K | Buy |
+544
| New | +$71K | 0.06% | 28 |
|