Smith Shellnut Wilson’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-101
| Closed | -$15K | – | 175 |
|
|
2021
Q2 | $15K | Buy |
101
+11
| +12% | +$1.63K | 0.01% | 148 |
|
|
2021
Q1 | $12K | Sell |
90
-968
| -91% | -$129K | 0.01% | 145 |
|
|
2020
Q4 | $167K | Buy |
1,058
+900
| +570% | +$142K | 0.1% | 129 |
|
|
2020
Q3 | $970 | Sell |
158
-839
| -84% | -$5.15K | 0.36% | 41 |
|
|
2020
Q2 | $162K | Buy |
997
+27
| +3% | +$4.39K | 0.12% | 109 |
|
|
2020
Q1 | $160K | Buy |
+970
| New | +$160K | 0.13% | 104 |
|