Royal Harbor Partners’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
Q2 | – | Sell |
-36,557
| Closed | -$3.46M | – | 59 |
|
|
2024
Q1 | $3.46M | Sell |
36,557
-72,681
| -67% | -$6.88M | 1.51% | 18 |
|
|
2023
Q4 | $10.8M | Buy |
109,238
+3,996
| +4% | +$395K | 5.02% | 8 |
|
|
2023
Q3 | $9.33M | Buy |
105,242
+3,861
| +4% | +$342K | 4.86% | 8 |
|
|
2023
Q2 | $10.4M | Buy |
101,381
+13,959
| +16% | +$1.44M | 5.12% | 6 |
|
|
2023
Q1 | $9.3M | Buy |
87,422
+37,658
| +76% | +$4.01M | 4.99% | 6 |
|
|
2022
Q4 | $4.95M | Buy |
+49,764
| New | +$4.95M | 3.06% | 7 |
|