Source Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $340K | Buy |
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|
2023
Q4 | $302K | Buy |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $978K | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.58M | Sell |
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|
2022
Q3 | $2.27M | Buy |
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|
2022
Q2 | $804K | Sell |
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|
2022
Q1 | $4.72M | Sell |
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|
2021
Q4 | $5.83M | Sell |
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|
2021
Q3 | $5.91M | Buy |
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|
2021
Q2 | $5.77M | Buy |
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|
2021
Q1 | $3.49M | Buy |
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|
2020
Q4 | $3.36M | Buy |
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