Palumbo 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 | $12.7M | Buy |
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|
2024
Q2 | $11.6M | Buy |
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|
2024
Q1 | $9.17M | Buy |
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|
2023
Q4 | $9.44M | Sell |
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|
2023
Q3 | $13.1M | Sell |
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|
2023
Q2 | $17.3M | Buy |
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|
2023
Q1 | $14.2M | Buy |
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|
2022
Q4 | $12.7M | Buy |
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|
2022
Q3 | $7.45M | Sell |
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|
2022
Q2 | $10.6M | Buy |
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|
2022
Q1 | $6.47M | Sell |
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|
2021
Q4 | $9M | Buy |
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|
2021
Q3 | $8.54M | Buy |
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|
2021
Q2 | $8.21M | Sell |
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|
2021
Q1 | $8.59M | Buy |
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|
2020
Q4 | $6.76M | Buy |
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