Retirement Income Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,783
| Closed | -$513K | – | 145 |
|
|
2023
Q3 | $513K | Sell |
5,783
-3,710
| -39% | -$329K | 0.14% | 69 |
|
|
2023
Q2 | $977K | Sell |
9,493
-1,132
| -11% | -$117K | 0.26% | 47 |
|
|
2023
Q1 | $1.13M | Buy |
10,625
+3,182
| +43% | +$338K | 0.33% | 40 |
|
|
2022
Q4 | $741K | Buy |
+7,443
| New | +$741K | 0.24% | 53 |
|
|
2021
Q1 | – | Sell |
-5,289
| Closed | -$834K | – | 95 |
|
|
2020
Q4 | $834K | Hold |
5,289
| – | – | 0.3% | 44 |
|
|
2020
Q3 | $863K | Buy |
5,289
+145
| +3% | +$23.7K | 0.38% | 36 |
|
|
2020
Q2 | $843K | Buy |
+5,144
| New | +$843K | 0.36% | 36 |
|