WealthSource Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.84M | Buy |
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|
2023
Q3 | $4.04M | Sell |
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|
2023
Q2 | $4.96M | Sell |
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|
2023
Q1 | $5.28M | Sell |
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|
2022
Q4 | $5.19M | Sell |
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|
2022
Q3 | $6.57M | Sell |
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|
2022
Q2 | $8.93M | Buy |
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|
2022
Q1 | $7.33M | Buy |
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|
2021
Q4 | $3.5M | Sell |
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|
2021
Q3 | $3.66M | Buy |
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|
2021
Q2 | $2.68M | Sell |
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|
2021
Q1 | $3.1M | Buy |
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|
2020
Q4 | $1.91M | Buy |
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|
2020
Q3 | $711K | Sell |
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|
2020
Q2 | $776K | Buy |
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|
2020
Q1 | $297K | Sell |
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|
2019
Q4 | $633K | Sell |
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|
2019
Q3 | $929K | Buy |
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|
2019
Q2 | $529K | Sell |
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|
2019
Q1 | $582K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $602K | Sell |
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|
2017
Q3 | $1.42M | Buy |
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|
2017
Q2 | $1.35M | Buy |
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|
2017
Q1 | $464K | Buy |
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|
2016
Q4 | $238K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $884K | Buy |
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|
2016
Q1 | $326K | Buy |
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