SBL
Sargent Bickham Lagudis’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.79K | Sell |
28
-3
| -10% | -$299 | ﹤0.01% | 872 |
|
|
2022
Q3 | $3K | Buy |
31
+25
| +417% | +$2.42K | ﹤0.01% | 859 |
|
|
2022
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1020 |
|
|
2022
Q1 | – | Sell |
-136
| Closed | -$20K | – | 1017 |
|
|
2021
Q4 | $20K | Buy |
+136
| New | +$20K | ﹤0.01% | 603 |
|
|
2020
Q4 | – | Sell |
-804
| Closed | -$131K | – | 911 |
|
|
2020
Q3 | $131K | Buy |
804
+616
| +328% | +$100K | 0.01% | 260 |
|
|
2020
Q2 | $31K | Sell |
188
-190
| -50% | -$31.3K | ﹤0.01% | 428 |
|
|
2020
Q1 | $62K | Hold |
378
| – | – | 0.01% | 310 |
|
|
2019
Q4 | $51K | Hold |
378
| – | – | 0.01% | 381 |
|
|
2019
Q3 | $54K | Buy |
378
+110
| +41% | +$15.7K | 0.01% | 343 |
|
|
2019
Q2 | $36K | Sell |
268
-493
| -65% | -$66.2K | ﹤0.01% | 413 |
|
|
2019
Q1 | $96K | Sell |
761
-173
| -19% | -$21.8K | 0.01% | 298 |
|
|
2018
Q4 | $113K | Buy |
934
+530
| +131% | +$64.1K | 0.01% | 254 |
|
|
2018
Q3 | $47K | Buy |
404
+331
| +453% | +$38.5K | 0.01% | 377 |
|
|
2018
Q2 | $9K | Buy |
73
+1
| +1% | +$123 | ﹤0.01% | 609 |
|
|
2018
Q1 | $9K | Sell |
72
-253
| -78% | -$31.6K | ﹤0.01% | 610 |
|
|
2017
Q4 | $41K | Sell |
325
-27,804
| -99% | -$3.51M | ﹤0.01% | 403 |
|
|
2017
Q3 | $3.51M | Buy |
28,129
+27,925
| +13,689% | +$3.48M | 0.44% | 61 |
|
|
2017
Q2 | $26K | Buy |
+204
| New | +$26K | ﹤0.01% | 448 |
|