TRUADVICE’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $872K | Sell |
9,913
-11,333
| -53% | -$997K | 0.34% | 84 |
|
|
2023
Q2 | $2.03M | Buy |
21,246
+9,052
| +74% | +$865K | 0.75% | 36 |
|
|
2023
Q1 | $1.3M | Buy |
12,194
+8,163
| +203% | +$869K | 0.51% | 59 |
|
|
2022
Q4 | $428K | Buy |
+4,031
| New | +$428K | 0.23% | 89 |
|
|
2021
Q3 | – | Sell |
-40,393
| Closed | -$6.04M | – | 267 |
|
|
2021
Q2 | $6.04M | Buy |
+40,393
| New | +$6.04M | 1.32% | 14 |
|