TWM
TLT icon

Tanglewood Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q1
Sell
-65,648
Closed -$7.88M 7
2013
Q4
$7.88M Buy
65,648
+6,766
+11% +$812K 6.45% 5
2013
Q3
$6.27M Buy
58,882
+31,432
+115% +$3.34M 5.76% 5
2013
Q2
$3.03M Buy
+27,450
New +$3.03M 2.61% 7