Safeguard Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,888
| Closed | -$249K | – | 105 |
|
|
2022
Q2 | $249K | Hold |
1,888
| – | – | 0.15% | 80 |
|
|
2022
Q1 | $249K | Sell |
1,888
-79
| -4% | -$10.4K | 0.17% | 72 |
|
|
2021
Q4 | $291K | Hold |
1,967
| – | – | 0.17% | 74 |
|
|
2021
Q3 | $284K | Buy |
1,967
+264
| +16% | +$38.1K | 0.18% | 73 |
|
|
2021
Q2 | $245K | Buy |
+1,703
| New | +$245K | 0.17% | 75 |
|
|
2021
Q1 | – | Sell |
-1,220
| Closed | -$192K | – | 650 |
|
|
2020
Q4 | $192K | Buy |
+1,220
| New | +$192K | 0.17% | 76 |
|