MSWM
Mader & Shannon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-41,002
| Closed | -$6.69M | – | 26 |
|
|
2020
Q3 | $6.69M | Buy |
41,002
+702
| +2% | +$115K | 5.24% | 5 |
|
|
2020
Q2 | $6.61M | Buy |
40,300
+25,201
| +167% | +$4.13M | 5.38% | 5 |
|
|
2020
Q1 | $2.49M | Buy |
+15,099
| New | +$2.49M | 2.2% | 10 |
|
|
2019
Q1 | – | Sell |
-66,985
| Closed | -$8.14M | – | 14 |
|
|
2018
Q4 | $8.14M | Buy |
+66,985
| New | +$8.14M | 6.63% | 6 |
|