Sugarloaf 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 | $16.8K | Buy |
192
+22
| +13% | +$1.92K | ﹤0.01% | 426 |
|
|
2024
Q3 | $16.7K | Sell |
170
-50
| -23% | -$4.91K | ﹤0.01% | 442 |
|
|
2024
Q2 | $20.2K | Sell |
220
-2
| -0.9% | -$184 | ﹤0.01% | 398 |
|
|
2024
Q1 | $21K | Buy |
+222
| New | +$21K | ﹤0.01% | 398 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 716 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 711 |
|
|
2023
Q1 | – | Sell |
-1,406
| Closed | -$140K | – | 779 |
|
|
2022
Q4 | $140K | Buy |
1,406
+229
| +19% | +$22.8K | 0.04% | 158 |
|
|
2022
Q3 | $121K | Buy |
1,177
+256
| +28% | +$26.3K | 0.03% | 179 |
|
|
2022
Q2 | $106K | Buy |
+921
| New | +$106K | 0.03% | 177 |
|
|
2021
Q1 | – | Sell |
-742
| Closed | -$117K | – | 779 |
|
|
2020
Q4 | $117K | Buy |
742
+240
| +48% | +$37.8K | 0.04% | 162 |
|
|
2020
Q3 | $139K | Sell |
502
-2,243
| -82% | -$621K | 0.05% | 136 |
|
|
2020
Q2 | $456K | Buy |
2,745
+2,744
| +274,400% | +$456K | 0.18% | 69 |
|
|
2020
Q1 | $0 | Sell |
1
-3,282
| -100% | – | ﹤0.01% | 753 |
|
|
2019
Q4 | $445K | Buy |
+3,283
| New | +$445K | 0.19% | 81 |
|