Stearns Financial Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5K | Hold |
29
| – | – | ﹤0.01% | 200 |
|
|
2020
Q2 | $5K | Hold |
29
| – | – | ﹤0.01% | 184 |
|
|
2020
Q1 | $5K | Buy |
29
+22
| +314% | +$3.79K | ﹤0.01% | 193 |
|
|
2019
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 187 |
|
|
2019
Q3 | – | Sell |
-98
| Closed | -$13K | – | 187 |
|
|
2019
Q2 | $13K | Buy |
+98
| New | +$13K | ﹤0.01% | 163 |
|