Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-86
| Closed | -$7.64K | – | 484 |
|
|
2023
Q3 | $7.64K | Buy |
+86
| New | +$7.64K | ﹤0.01% | 459 |
|
|
2016
Q4 | – | Sell |
-4,013
| Closed | -$552K | – | 300 |
|
|
2016
Q3 | $552K | Sell |
4,013
-926
| -19% | -$127K | 0.16% | 170 |
|
|
2016
Q2 | $686K | Buy |
4,939
+1,089
| +28% | +$151K | 0.2% | 156 |
|
|
2016
Q1 | $503K | Buy |
+3,850
| New | +$503K | 0.15% | 152 |
|