TAM
Tucker Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $195K | Buy |
2,235
+865
| +63% | +$75.5K | 0.02% | 151 |
|
|
2024
Q3 | $134K | Buy |
1,370
+192
| +16% | +$18.8K | 0.03% | 191 |
|
|
2024
Q2 | $108K | Sell |
1,178
-4,456
| -79% | -$409K | 0.02% | 247 |
|
|
2024
Q1 | $533K | Buy |
5,634
+5,298
| +1,577% | +$501K | 0.12% | 51 |
|
|
2023
Q4 | $33.2K | Buy |
336
+5
| +2% | +$494 | 0.01% | 418 |
|
|
2023
Q3 | $29.4K | Buy |
331
+52
| +19% | +$4.61K | 0.01% | 428 |
|
|
2023
Q2 | $28.7K | Buy |
279
+24
| +9% | +$2.47K | 0.01% | 348 |
|
|
2023
Q1 | $27.1K | Buy |
255
+76
| +42% | +$8.08K | 0.01% | 355 |
|
|
2022
Q4 | $18K | Hold |
179
| – | – | 0.01% | 266 |
|
|
2022
Q3 | $17.2K | Buy |
179
+110
| +159% | +$10.6K | 0.01% | 264 |
|
|
2022
Q2 | $7.93K | Sell |
69
-298
| -81% | -$34.2K | ﹤0.01% | 276 |
|
|
2022
Q1 | $48.5K | Buy |
+367
| New | +$48.5K | 0.02% | 93 |
|
|
2021
Q1 | – | Sell |
-2
| Closed | -$315 | – | 389 |
|
|
2020
Q4 | $315 | Buy |
+2
| New | +$315 | ﹤0.01% | 363 |
|