Steel Grove Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 190 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 199 |
|
|
2024
Q3 | – | Sell |
-7,000
| Closed | -$642K | – | 190 |
|
|
2024
Q2 | $642K | Buy |
+7,000
| New | +$642K | 0.09% | 105 |
|
|
2022
Q4 | – | Sell |
-104
| Closed | -$11K | – | 185 |
|
|
2022
Q3 | $11K | Buy |
+104
| New | +$11K | ﹤0.01% | 154 |
|