RWB
RMR Wealth Builders’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-554
| Closed | -$75K | – | 658 |
|
|
2021
Q1 | $75K | Sell |
554
-500
| -47% | -$67.7K | 0.02% | 308 |
|
|
2020
Q4 | $166K | Sell |
1,054
-2,305
| -69% | -$363K | 0.08% | 168 |
|
|
2020
Q3 | $548K | Buy |
3,359
+3,357
| +167,850% | +$548K | 0.14% | 111 |
|
|
2020
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 446 |
|