Monarch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,560
| Closed | -$206K | – | 126 |
|
|
2022
Q1 | $206K | Sell |
1,560
-200
| -11% | -$26.4K | 0.05% | 119 |
|
|
2021
Q4 | $261K | Hold |
1,760
| – | – | 0.07% | 110 |
|
|
2021
Q3 | $254K | Hold |
1,760
| – | – | 0.07% | 107 |
|
|
2021
Q2 | $254K | Hold |
1,760
| – | – | 0.07% | 105 |
|
|
2021
Q1 | $238K | Hold |
1,760
| – | – | 0.07% | 103 |
|
|
2020
Q4 | $278K | Hold |
1,760
| – | – | 0.09% | 97 |
|
|
2020
Q3 | $287K | Hold |
1,760
| – | – | 0.1% | 90 |
|
|
2020
Q2 | $289K | Sell |
1,760
-1,119
| -39% | -$184K | 0.11% | 86 |
|
|
2020
Q1 | $475K | Hold |
2,879
| – | – | 0.19% | 73 |
|
|
2019
Q4 | $390K | Buy |
+2,879
| New | +$390K | 0.13% | 83 |
|