LMIM
Lockheed Martin Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-36,636
| Closed | -$4.3M | – | 127 |
|
|
2015
Q2 | $4.3M | Sell |
36,636
-68,055
| -65% | -$7.99M | 0.21% | 52 |
|
|
2015
Q1 | $13.7M | Buy |
104,691
+70,051
| +202% | +$9.15M | 0.66% | 22 |
|
|
2014
Q4 | $4.36M | Hold |
34,640
| – | – | 0.19% | 40 |
|
|
2014
Q3 | $4.03M | Buy |
+34,640
| New | +$4.03M | 0.18% | 46 |
|