Private Advisory Group’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 |
-26,498
| Closed | -$2.6M | – | 243 |
|
|
2024
Q3 | $2.6M | Buy |
+26,498
| New | +$2.6M | 0.31% | 66 |
|
|
2023
Q3 | – | Sell |
-17,217
| Closed | -$1.77M | – | 220 |
|
|
2023
Q2 | $1.77M | Sell |
17,217
-625
| -4% | -$64.3K | 0.35% | 70 |
|
|
2023
Q1 | $1.9M | Buy |
+17,842
| New | +$1.9M | 0.4% | 61 |
|
|
2021
Q4 | – | Sell |
-9,290
| Closed | -$1.34M | – | 166 |
|
|
2021
Q3 | $1.34M | Buy |
+9,290
| New | +$1.34M | 0.33% | 61 |
|
|
2020
Q1 | – | Sell |
-2,470
| Closed | -$335K | – | 129 |
|
|
2019
Q4 | $335K | Sell |
2,470
-11,352
| -82% | -$1.54M | 0.13% | 94 |
|
|
2019
Q3 | $1.98M | Buy |
+13,822
| New | +$1.98M | 0.87% | 46 |
|