Mid Atlantic Financial 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
Q3 | $4.52M | Sell |
31,298
-3,805
| -11% | -$549K | 0.3% | 69 |
|
|
2021
Q2 | $5.07M | Sell |
35,103
-19,442
| -36% | -$2.81M | 0.34% | 62 |
|
|
2021
Q1 | $7.39M | Buy |
54,545
+16,156
| +42% | +$2.19M | 0.54% | 34 |
|
|
2020
Q4 | $6.06M | Sell |
38,389
-16,460
| -30% | -$2.6M | 0.46% | 42 |
|
|
2020
Q3 | $8.56M | Sell |
54,849
-14,078
| -20% | -$2.2M | 0.75% | 19 |
|
|
2020
Q2 | $11.3M | Buy |
68,927
+37,270
| +118% | +$6.11M | 1.09% | 14 |
|
|
2020
Q1 | $5.22M | Buy |
31,657
+11,595
| +58% | +$1.91M | 0.6% | 33 |
|
|
2019
Q4 | $2.72M | Buy |
20,062
+2,738
| +16% | +$371K | 0.25% | 87 |
|
|
2019
Q3 | $2.48M | Buy |
17,324
+6,472
| +60% | +$926K | 0.26% | 74 |
|
|
2019
Q2 | $1.44M | Sell |
10,852
-417
| -4% | -$55.4K | 0.15% | 129 |
|
|
2019
Q1 | $1.43M | Sell |
11,269
-9,783
| -46% | -$1.24M | 0.16% | 120 |
|
|
2018
Q4 | $2.56M | Buy |
+21,052
| New | +$2.56M | 0.32% | 70 |
|