Peterson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-35,758
| Closed | -$3.28M | – | 54 |
|
|
2024
Q2 | $3.28M | Buy |
35,758
+1,011
| +3% | +$92.8K | 2.03% | 20 |
|
|
2024
Q1 | $3.29M | Sell |
34,747
-808
| -2% | -$76.5K | 2.37% | 15 |
|
|
2023
Q4 | $3.52M | Sell |
35,555
-1,907
| -5% | -$189K | 3.16% | 9 |
|
|
2023
Q3 | $3.32M | Buy |
37,462
+837
| +2% | +$74.2K | 2.73% | 11 |
|
|
2023
Q2 | $3.77M | Buy |
+36,625
| New | +$3.77M | 2.99% | 10 |
|