SBA
Secrest Blakey & Associates’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,946
| Closed | -$1.14M | – | 111 |
|
|
2019
Q3 | $1.14M | Buy |
7,946
+370
| +5% | +$52.9K | 0.94% | 30 |
|
|
2019
Q2 | $1.01M | Buy |
7,576
+129
| +2% | +$17.1K | 0.88% | 33 |
|
|
2019
Q1 | $942K | Sell |
7,447
-3,586
| -33% | -$454K | 0.92% | 31 |
|
|
2018
Q4 | $1.34M | Buy |
11,033
+323
| +3% | +$39.3K | 1.12% | 26 |
|
|
2018
Q3 | $1.26M | Buy |
10,710
+457
| +4% | +$53.6K | 0.97% | 28 |
|
|
2018
Q2 | $1.25M | Sell |
10,253
-196
| -2% | -$23.9K | 0.98% | 27 |
|
|
2018
Q1 | $1.27M | Buy |
10,449
+26
| +0.2% | +$3.17K | 1.09% | 25 |
|
|
2017
Q4 | $1.32M | Buy |
+10,423
| New | +$1.32M | 1.07% | 25 |
|