Tri-Star Advisors’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
2021
Q1
Sell
-12,045
Closed -$1.83M 48
2020
Q4
$1.83M Sell
12,045
-1,616
-12% -$245K 1.01% 20
2020
Q3
$2.22M Buy
13,661
+1,334
+11% +$216K 1.39% 22
2020
Q2
$2.06M Buy
+12,327
New +$2.06M 1.35% 25