Sugarloaf Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16.8K | Buy |
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|
2024
Q3 | $16.7K | Sell |
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|
2024
Q2 | $20.2K | Sell |
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|
2024
Q1 | $21K | Buy |
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|
2023
Q4 | – | Hold |
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|
2023
Q3 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $140K | Buy |
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|
2022
Q3 | $121K | Buy |
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|
2022
Q2 | $106K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $117K | Buy |
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|
2020
Q3 | $139K | Sell |
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|
2020
Q2 | $456K | Buy |
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|
2020
Q1 | $0 | Sell |
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|
2019
Q4 | $445K | Buy |
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