Sterling Manor Financial’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
Q2 | – | Sell |
-5,955
| Closed | -$633K | – | 58 |
|
|
2023
Q1 | $633K | Buy |
5,955
+1,955
| +49% | +$208K | 0.61% | 24 |
|
|
2022
Q4 | $398K | Buy |
+4,000
| New | +$398K | 0.44% | 30 |
|
|
2021
Q4 | – | Sell |
-1,462
| Closed | -$211K | – | 99 |
|
|
2021
Q3 | $211K | Hold |
1,462
| – | – | 0.18% | 71 |
|
|
2021
Q2 | $211K | Buy |
+1,462
| New | +$211K | 0.17% | 79 |
|