Vigilare Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23,392
| Closed | -$2.29M | – | 94 |
|
|
2024
Q3 | $2.29M | Sell |
23,392
-6,403
| -21% | -$628K | 0.93% | 21 |
|
|
2024
Q2 | $2.73M | Buy |
29,795
+26,255
| +742% | +$2.41M | 1.21% | 14 |
|
|
2024
Q1 | $335K | Sell |
3,540
-4,452
| -56% | -$421K | 0.17% | 63 |
|
|
2023
Q4 | $790K | Buy |
+7,992
| New | +$790K | 0.41% | 37 |
|
|
2023
Q1 | – | Sell |
-4,519
| Closed | -$450K | – | 119 |
|
|
2022
Q4 | $450K | Buy |
+4,519
| New | +$450K | 0.26% | 50 |
|
|
2020
Q1 | – | Sell |
-1,452
| Closed | -$211K | – | 154 |
|
|
2019
Q4 | $211K | Buy |
+1,452
| New | +$211K | 0.14% | 134 |
|