One Charles Private Wealth Services’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 | $347K | Sell |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.45M | Buy |
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|
2023
Q4 | $1.47M | Sell |
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|
2023
Q3 | $1.62M | Sell |
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|
2023
Q2 | $1.9M | Sell |
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|
2023
Q1 | $2.07M | Buy |
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|
2022
Q4 | $1.64M | Sell |
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|
2022
Q3 | $1.87M | Buy |
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|
2022
Q2 | $904K | Buy |
|