Straight Path Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,250
| Closed | -$221K | – | 100 |
|
|
2024
Q3 | $221K | Hold |
2,250
| – | – | 0.1% | 90 |
|
|
2024
Q2 | $207K | Sell |
2,250
-191
| -8% | -$17.5K | 0.11% | 87 |
|
|
2024
Q1 | $231K | Sell |
2,441
-474
| -16% | -$44.9K | 0.13% | 78 |
|
|
2023
Q4 | $288K | Sell |
2,915
-650
| -18% | -$64.3K | 0.17% | 69 |
|
|
2023
Q3 | $316K | Buy |
3,565
+100
| +3% | +$8.87K | 0.21% | 56 |
|
|
2023
Q2 | $357K | Sell |
3,465
-600
| -15% | -$61.8K | 0.24% | 53 |
|
|
2023
Q1 | $432K | Buy |
4,065
+64
| +2% | +$6.81K | 0.34% | 41 |
|
|
2022
Q4 | $398K | Sell |
4,001
-13
| -0.3% | -$1.29K | 0.38% | 37 |
|
|
2022
Q3 | $411K | Buy |
4,014
+644
| +19% | +$65.9K | 0.37% | 47 |
|
|
2022
Q2 | $387K | Buy |
+3,370
| New | +$387K | 0.38% | 46 |
|