Accretive Wealth Partners’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 | $562K | Buy |
6,363
+14
| +0.2% | +$1.24K | 0.18% | 103 |
|
|
2025
Q1 | $556K | Buy |
6,349
+1,733
| +38% | +$152K | 0.2% | 103 |
|
|
2024
Q4 | $403K | Sell |
4,616
-9,369
| -67% | -$818K | 0.17% | 108 |
|
|
2024
Q3 | $1.37M | Buy |
13,985
+3,032
| +28% | +$297K | 0.57% | 60 |
|
|
2024
Q2 | $1.01M | Sell |
10,953
-552
| -5% | -$50.7K | 0.42% | 75 |
|
|
2024
Q1 | $1.03M | Sell |
11,505
-12
| -0.1% | -$1.08K | 0.46% | 67 |
|
|
2023
Q4 | $1.14M | Buy |
11,517
+7,819
| +211% | +$773K | 0.55% | 64 |
|
|
2023
Q3 | $328K | Hold |
3,698
| – | – | 0.2% | 102 |
|
|
2023
Q2 | $381K | Sell |
3,698
-7
| -0.2% | -$721 | 0.23% | 96 |
|
|
2023
Q1 | $394K | Buy |
3,705
+44
| +1% | +$4.68K | 0.25% | 95 |
|
|
2022
Q4 | $364K | Sell |
3,661
-12,339
| -77% | -$1.23M | 0.25% | 94 |
|
|
2022
Q3 | $1.64M | Sell |
16,000
-2,461
| -13% | -$252K | 1.25% | 18 |
|
|
2022
Q2 | $2.12M | Buy |
+18,461
| New | +$2.12M | 1.54% | 14 |
|