Maltin Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,485
| Closed | -$214K | – | 122 |
|
|
2021
Q3 | $214K | Buy |
1,485
+5
| +0.3% | +$721 | 0.13% | 104 |
|
|
2021
Q2 | $214K | Buy |
1,480
+5
| +0.3% | +$723 | 0.13% | 104 |
|
|
2021
Q1 | $200K | Buy |
1,475
+2
| +0.1% | +$271 | 0.13% | 104 |
|
|
2020
Q4 | $232K | Buy |
1,473
+5
| +0.3% | +$788 | 0.16% | 84 |
|
|
2020
Q3 | $240K | Buy |
1,468
+4
| +0.3% | +$654 | 0.17% | 81 |
|
|
2020
Q2 | $240K | Sell |
1,464
-150
| -9% | -$24.6K | 0.18% | 70 |
|
|
2020
Q1 | $266K | Buy |
1,614
+4
| +0.2% | +$659 | 0.23% | 64 |
|
|
2019
Q4 | $218K | Buy |
+1,610
| New | +$218K | 0.14% | 73 |
|