Accurate Wealth Management’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
Q1 | – | Sell |
-5,234
| Closed | -$447K | – | 407 |
|
|
2024
Q4 | $447K | Sell |
5,234
-193
| -4% | -$16.5K | 0.09% | 216 |
|
|
2024
Q3 | $515K | Buy |
5,427
+3,048
| +128% | +$289K | 0.1% | 191 |
|
|
2024
Q2 | $221K | Buy |
+2,379
| New | +$221K | 0.05% | 302 |
|
|
2023
Q1 | – | Sell |
-510
| Closed | -$53K | – | 1337 |
|
|
2022
Q4 | $53K | Buy |
+510
| New | +$53K | 0.02% | 445 |
|