Pacific 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
Q2 | – | Sell |
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|
2024
Q1 | $453K | Hold |
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|
2023
Q4 | $453K | Sell |
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|
2023
Q3 | $549K | Sell |
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|
2023
Q2 | $5.81M | Sell |
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|
2023
Q1 | $6.15M | Sell |
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|
2022
Q4 | $7.8M | Sell |
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|
2022
Q3 | $8.62M | Buy |
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|
2022
Q2 | $4.56M | Buy |
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|
2022
Q1 | $4.83M | Buy |
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|
2021
Q4 | $5.26M | Buy |
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