Williams Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $6.6M | Sell |
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2023
Q3 | $6.16M | Buy |
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2023
Q2 | $2.36M | Sell |
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|
2023
Q1 | $2.7M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.21M | Buy |
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|
2021
Q4 | $2.06M | Buy |
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|
2021
Q3 | $1.95M | Buy |
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|
2021
Q2 | $1.48M | Buy |
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|
2021
Q1 | $1.34M | Sell |
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|
2020
Q4 | $2.69M | Buy |
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