Mountain Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,080
| Closed | -$616K | – | 153 |
|
|
2020
Q4 | $616K | Sell |
4,080
-126
| -3% | -$19K | 0.37% | 91 |
|
|
2020
Q3 | $675K | Sell |
4,206
-23,427
| -85% | -$3.76M | 0.44% | 73 |
|
|
2020
Q2 | $4.57M | Sell |
27,633
-1,270
| -4% | -$210K | 2.09% | 10 |
|
|
2020
Q1 | $4.78M | Sell |
28,903
-10,182
| -26% | -$1.68M | 2.47% | 12 |
|
|
2019
Q4 | $5.35M | Buy |
+39,085
| New | +$5.35M | 2.38% | 12 |
|