SAG
SageView Advisory Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,309
| Closed | -$325K | – | 608 |
|
|
2024
Q3 | $325K | Buy |
+3,309
| New | +$325K | 0.02% | 371 |
|
|
2024
Q2 | – | Sell |
-8,963
| Closed | -$733K | – | 765 |
|
|
2024
Q1 | $733K | Buy |
+8,963
| New | +$733K | 0.04% | 248 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 460 |
|
|
2023
Q3 | – | Sell |
-3,527
| Closed | -$363K | – | 552 |
|
|
2023
Q2 | $363K | Buy |
3,527
+557
| +19% | +$57.3K | 0.02% | 410 |
|
|
2023
Q1 | $316K | Buy |
+2,970
| New | +$316K | 0.02% | 379 |
|