TD Ameritrade Trust’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $100K | Buy |
+788
| New | +$100K | 0.04% | 18 |
|
2016
Q1 | – | Sell |
-36
| Closed | -$4K | – | 49 |
|
2015
Q4 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 47 |
|
2015
Q2 | – | Sell |
-47,762
| Closed | -$6.24M | – | 49 |
|
2015
Q1 | $6.24M | Buy |
+47,762
| New | +$6.24M | 1.44% | 26 |
|
2014
Q4 | – | Sell |
-48,242
| Closed | -$5.61M | – | 51 |
|
2014
Q3 | $5.61M | Buy |
48,242
+11,078
| +30% | +$1.29M | 1.57% | 18 |
|
2014
Q2 | $4.22M | Sell |
37,164
-416
| -1% | -$47.2K | 1.22% | 24 |
|
2014
Q1 | $4.1M | Buy |
+37,580
| New | +$4.1M | 1.24% | 25 |
|