True Link Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,313
| Closed | -$471K | – | 103 |
|
|
2023
Q3 | $471K | Buy |
5,313
+106
| +2% | +$9.4K | 0.06% | 74 |
|
|
2023
Q2 | $536K | Hold |
5,207
| – | – | 0.06% | 75 |
|
|
2023
Q1 | $554K | Hold |
5,207
| – | – | 0.07% | 77 |
|
|
2022
Q4 | $518K | Hold |
5,207
| – | – | 0.07% | 74 |
|
|
2022
Q3 | $533K | Hold |
5,207
| – | – | 0.08% | 82 |
|
|
2022
Q2 | $598K | Sell |
5,207
-67
| -1% | -$7.7K | 0.09% | 79 |
|
|
2022
Q1 | $697K | Sell |
5,274
-950
| -15% | -$126K | 0.1% | 77 |
|
|
2021
Q4 | $922K | Hold |
6,224
| – | – | 0.12% | 80 |
|
|
2021
Q3 | $898K | Hold |
6,224
| – | – | 0.12% | 75 |
|
|
2021
Q2 | $898K | Sell |
6,224
-185
| -3% | -$26.7K | 0.13% | 64 |
|
|
2021
Q1 | $868K | Buy |
6,409
+252
| +4% | +$34.1K | 0.13% | 73 |
|
|
2020
Q4 | $971K | Buy |
+6,157
| New | +$971K | 0.15% | 65 |
|