SBSB
Sullivan, Bruyette, Speros & Blaney’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,439
| Closed | -$737K | – | 342 |
|
|
2019
Q4 | $737K | Buy |
5,439
+1,416
| +35% | +$192K | 0.04% | 113 |
|
|
2019
Q3 | $576K | Sell |
4,023
-355
| -8% | -$50.8K | 0.03% | 121 |
|
|
2019
Q2 | $581K | Buy |
4,378
+192
| +5% | +$25.5K | 0.04% | 113 |
|
|
2019
Q1 | $529K | Buy |
+4,186
| New | +$529K | 0.03% | 117 |
|