Pinnacle Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,472
| Closed | -$242K | – | 128 |
|
|
2024
Q3 | $242K | Buy |
2,472
+147
| +6% | +$14.4K | 0.13% | 106 |
|
|
2024
Q2 | $213K | Sell |
2,325
-300
| -11% | -$27.5K | 0.12% | 103 |
|
|
2024
Q1 | $248K | Buy |
2,625
+290
| +12% | +$27.4K | 0.13% | 87 |
|
|
2023
Q4 | $231K | Buy |
+2,335
| New | +$231K | 0.14% | 88 |
|
|
2023
Q3 | – | Sell |
-2,209
| Closed | -$227K | – | 104 |
|
|
2023
Q2 | $227K | Buy |
+2,209
| New | +$227K | 0.12% | 92 |
|
|
2019
Q3 | – | Sell |
-6,525
| Closed | -$867K | – | 85 |
|
|
2019
Q2 | $867K | Sell |
6,525
-8,380
| -56% | -$1.11M | 0.72% | 31 |
|
|
2019
Q1 | $1.89M | Buy |
+14,905
| New | +$1.89M | 1.68% | 16 |
|