Sand Hill Global Advisors’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
Q3 | – | Sell |
-7,765
| Closed | -$713K | – | 198 |
|
|
2024
Q2 | $713K | Sell |
7,765
-66
| -0.8% | -$6.06K | 0.03% | 119 |
|
|
2024
Q1 | $741K | Sell |
7,831
-38,187
| -83% | -$3.61M | 0.04% | 105 |
|
|
2023
Q4 | $4.55M | Sell |
46,018
-310,237
| -87% | -$30.7M | 0.22% | 69 |
|
|
2023
Q3 | $31.6M | Buy |
356,255
+341,339
| +2,288% | +$30.3M | 1.74% | 11 |
|
|
2023
Q2 | $1.54M | Sell |
14,916
-1,325
| -8% | -$136K | 0.08% | 86 |
|
|
2023
Q1 | $1.73M | Sell |
16,241
-32,150
| -66% | -$3.42M | 0.09% | 87 |
|
|
2022
Q4 | $4.82M | Buy |
+48,391
| New | +$4.82M | 0.27% | 60 |
|