Steward Financial 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $9K | Hold |
106
| – | – | ﹤0.01% | 418 |
|
2023
Q2 | $10K | Buy |
+106
| New | +$10K | ﹤0.01% | 388 |
|
2022
Q3 | – | Sell |
-111
| Closed | -$12K | – | 1200 |
|
2022
Q2 | $12K | Hold |
111
| – | – | 0.01% | 222 |
|
2022
Q1 | $14K | Hold |
111
| – | – | 0.01% | 186 |
|
2021
Q4 | $16K | Buy |
+111
| New | +$16K | 0.01% | 136 |
|