Moneta Group Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,058
| Closed | -$398K | – | 696 |
|
|
2024
Q3 | $398K | Buy |
+4,058
| New | +$398K | 0.01% | 461 |
|
|
2024
Q1 | – | Sell |
-6,787
| Closed | -$671K | – | 629 |
|
|
2023
Q4 | $671K | Buy |
+6,787
| New | +$671K | 0.01% | 290 |
|
|
2023
Q3 | – | Sell |
-2,115
| Closed | -$218K | – | 558 |
|
|
2023
Q2 | $218K | Sell |
2,115
-728
| -26% | -$74.9K | ﹤0.01% | 489 |
|
|
2023
Q1 | $302K | Buy |
+2,843
| New | +$302K | 0.01% | 409 |
|