Moller Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.1M | Sell |
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|
2019
Q1 | $10.3M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $693K | Buy |
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|
2017
Q3 | $676K | Buy |
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|
2017
Q2 | $673K | Buy |
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|
2017
Q1 | $646K | Buy |
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|
2016
Q4 | $635K | Sell |
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|
2016
Q3 | $15.6M | Sell |
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|
2016
Q2 | $16.1M | Sell |
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|
2016
Q1 | $15.6M | Buy |
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|
2015
Q4 | $14.3M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $15.5M | Buy |
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|
2015
Q1 | $16.2M | Sell |
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|
2014
Q4 | $15.8M | Buy |
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|
2014
Q3 | $14.3M | Buy |
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