Sanctuary Wealth Management’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
Q4 | $133K | Sell |
1,524
-159
| -9% | -$13.9K | 0.09% | 56 |
|
|
2024
Q3 | $165K | Buy |
1,683
+1
| +0.1% | +$98 | 0.12% | 49 |
|
|
2024
Q2 | $154K | Sell |
1,682
-8
| -0.5% | -$734 | 0.12% | 50 |
|
|
2024
Q1 | $160K | Buy |
1,690
+87
| +5% | +$8.23K | 0.13% | 46 |
|
|
2023
Q4 | $159K | Buy |
1,603
+975
| +155% | +$96.4K | 0.15% | 43 |
|
|
2023
Q3 | $55.7K | Buy |
628
+620
| +7,750% | +$55K | 0.06% | 71 |
|
|
2023
Q2 | $824 | Buy |
+8
| New | +$824 | ﹤0.01% | 257 |
|
|
2018
Q1 | – | Sell |
-82,090
| Closed | -$10.4M | – | 21 |
|
|
2017
Q4 | $10.4M | Buy |
+82,090
| New | +$10.4M | 9.49% | 3 |
|