Moulton Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.95M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $834K | Sell |
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|
2023
Q4 | $5.33M | Buy |
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|
2023
Q3 | $687K | Sell |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $1.2M | Buy |
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|
2022
Q4 | $1.17M | Sell |
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|
2022
Q3 | $2.29M | Sell |
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|
2022
Q2 | $20.6M | Hold |
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|
2022
Q1 | $20.6M | Buy |
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|
2021
Q4 | $13M | Buy |
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|
2021
Q3 | $8.45M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.38M | Sell |
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|
2020
Q3 | $9.53M | Buy |
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|
2020
Q2 | $7.92M | Buy |
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|
2020
Q1 | $5.72M | Sell |
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|
2019
Q4 | $8.15M | Buy |
|