Peachtree 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
2014
Q4
Sell
-18,655
Closed -$2.17M 382
2014
Q3
$2.17M Sell
18,655
-8,903
-32% -$1.04M 1.45% 13
2014
Q2
$3.13M Buy
27,558
+207
+0.8% +$23.5K 2.09% 8
2014
Q1
$2.98M Buy
27,351
+146
+0.5% +$15.9K 2.03% 9
2013
Q4
$2.77M Buy
+27,205
New +$2.77M 1.89% 11