PSW
Portfolio Strategies (Washington)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $3.7M | Sell |
29,196
-4,057
| -12% | -$515K | 7.4% | 5 |
|
|
2017
Q3 | $4.15M | Buy |
33,253
+3,625
| +12% | +$452K | 6.86% | 5 |
|
|
2017
Q2 | $3.71M | Sell |
29,628
-28,421
| -49% | -$3.56M | 5.25% | 5 |
|
|
2017
Q1 | $7.01M | Buy |
58,049
+27,634
| +91% | +$3.34M | 8.82% | 4 |
|
|
2016
Q4 | $3.62M | Buy |
+30,415
| New | +$3.62M | 4.16% | 7 |
|
|
2014
Q4 | $5.89M | Buy |
46,783
+38,816
| +487% | +$4.89M | 7.22% | 2 |
|
|
2014
Q3 | $926K | Buy |
+7,967
| New | +$926K | 1.06% | 22 |
|
|
2014
Q2 | – | Sell |
-51,101
| Closed | -$5.58M | – | 58 |
|
|
2014
Q1 | $5.58M | Buy |
51,101
+45,358
| +790% | +$4.95M | 6.35% | 5 |
|
|
2013
Q4 | $584K | Buy |
+5,743
| New | +$584K | 0.76% | 33 |
|