Vontobel Swiss Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.07M | Buy |
7,415
+915
| +14% | +$132K | 0.55% | 32 |
|
|
2021
Q1 | $880K | Sell |
6,500
-1,070
| -14% | -$145K | 0.49% | 34 |
|
|
2020
Q4 | $1.19M | Sell |
7,570
-400
| -5% | -$63.1K | 0.68% | 31 |
|
|
2020
Q3 | $1.3M | Sell |
7,970
-400
| -5% | -$65.3K | 0.91% | 27 |
|
|
2020
Q2 | $1.37M | Sell |
8,370
-600
| -7% | -$98.4K | 0.9% | 31 |
|
|
2020
Q1 | $1.48M | Sell |
8,970
-14,220
| -61% | -$2.35M | 1.13% | 30 |
|
|
2019
Q4 | $3.14M | Sell |
23,190
-4,125
| -15% | -$559K | 2.05% | 19 |
|
|
2019
Q3 | $3.91M | Sell |
27,315
-4,350
| -14% | -$622K | 2.52% | 6 |
|
|
2019
Q2 | $4.21M | Buy |
+31,665
| New | +$4.21M | 2.25% | 7 |
|