Live Oak Private Wealth’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 |
-3,300
| Closed | -$351K | – | 171 |
|
|
2023
Q1 | $351K | Hold |
3,300
| – | – | 0.07% | 122 |
|
|
2022
Q4 | $329K | Hold |
3,300
| – | – | 0.07% | 128 |
|
|
2022
Q3 | $338K | Hold |
3,300
| – | – | 0.08% | 126 |
|
|
2022
Q2 | $379K | Hold |
3,300
| – | – | 0.08% | 129 |
|
|
2022
Q1 | $436K | Hold |
3,300
| – | – | 0.08% | 126 |
|
|
2021
Q4 | $489K | Hold |
3,300
| – | – | 0.09% | 124 |
|
|
2021
Q3 | $476K | Hold |
3,300
| – | – | 0.1% | 122 |
|
|
2021
Q2 | $476K | Hold |
3,300
| – | – | 0.11% | 116 |
|
|
2021
Q1 | $447K | Buy |
+3,300
| New | +$447K | 0.11% | 114 |
|