Mark Sheptoff Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-200
| Closed | -$28K | – | 372 |
|
|
2016
Q3 | $28K | Hold |
200
| – | – | 0.02% | 199 |
|
|
2016
Q2 | $28K | Hold |
200
| – | – | 0.02% | 186 |
|
|
2016
Q1 | $26K | Hold |
200
| – | – | 0.02% | 190 |
|
|
2015
Q4 | $24K | Hold |
200
| – | – | 0.02% | 209 |
|
|
2015
Q3 | $25K | Hold |
200
| – | – | 0.02% | 202 |
|
|
2015
Q2 | $23K | Buy |
+200
| New | +$23K | 0.02% | 210 |
|