Reitz Capital 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
Q1
$2.05M Hold
20,705
3.68% 7
2023
Q4
$2.05M Buy
20,705
+15,554
+302% +$1.54M 3.65% 7
2023
Q3
$451K Buy
+5,151
New +$451K 0.86% 17
2019
Q1
Sell
-5,350
Closed -$650K 44
2018
Q4
$650K Buy
+5,350
New +$650K 0.79% 23