West Paces 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-6
| Closed | -$546 | – | 521 |
|
2025
Q1 | $546 | Buy |
+6
| New | +$546 | ﹤0.01% | 526 |
|
2018
Q3 | – | Sell |
-198
| Closed | -$24.1K | – | 485 |
|
2018
Q2 | $24.1K | Buy |
198
+88
| +80% | +$10.7K | 0.02% | 233 |
|
2018
Q1 | $13.4K | Hold |
110
| – | – | 0.01% | 289 |
|
2017
Q4 | $14K | Hold |
110
| – | – | 0.01% | 300 |
|
2017
Q3 | $13.7K | Hold |
110
| – | – | 0.01% | 303 |
|
2017
Q2 | $13.8K | Hold |
110
| – | – | 0.01% | 292 |
|
2017
Q1 | $13.3K | Hold |
110
| – | – | 0.01% | 291 |
|
2016
Q4 | $13.1K | Buy |
+110
| New | +$13.1K | 0.01% | 302 |
|