VisionPoint Advisory Group’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
Q3 | – | Sell |
-497
| Closed | -$45.6K | – | 733 |
|
|
2024
Q2 | $45.6K | Sell |
497
-51,979
| -99% | -$4.77M | 0.02% | 278 |
|
|
2024
Q1 | $4.97M | Sell |
52,476
-2,275
| -4% | -$215K | 1.79% | 9 |
|
|
2023
Q4 | $5.41M | Buy |
54,751
+37,524
| +218% | +$3.71M | 2% | 7 |
|
|
2023
Q3 | $1.53M | Sell |
17,227
-4,421
| -20% | -$392K | 0.66% | 43 |
|
|
2023
Q2 | $2.23M | Buy |
+21,648
| New | +$2.23M | 0.91% | 26 |
|