Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-52
| Closed | -$7K | – | 1921 |
|
|
2019
Q1 | $7K | Sell |
52
-30
| -37% | -$4.04K | ﹤0.01% | 1700 |
|
|
2018
Q4 | $10K | Sell |
82
-2,789
| -97% | -$340K | ﹤0.01% | 1477 |
|
|
2018
Q3 | $337K | Buy |
2,871
+11
| +0.4% | +$1.29K | 0.03% | 327 |
|
|
2018
Q2 | $348K | Hold |
2,860
| – | – | 0.03% | 320 |
|
|
2018
Q1 | $349K | Hold |
2,860
| – | – | 0.03% | 325 |
|
|
2017
Q4 | $363K | Buy |
2,860
+52
| +2% | +$6.6K | 0.04% | 328 |
|
|
2017
Q3 | $350K | Sell |
2,808
-75
| -3% | -$9.35K | 0.04% | 325 |
|
|
2017
Q2 | $361K | Buy |
+2,883
| New | +$361K | 0.04% | 295 |
|
|
2016
Q4 | – | Sell |
-18
| Closed | -$2K | – | 1843 |
|
|
2016
Q3 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 1570 |
|