AlphaCore Capital’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 | $2.91K | Hold |
33
| – | – | ﹤0.01% | 960 |
|
2025
Q1 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 687 |
|
2024
Q1 | – | Sell |
-1,115
| Closed | -$110K | – | 348 |
|
2023
Q4 | $110K | Buy |
1,115
+580
| +108% | +$57.4K | 0.02% | 242 |
|
2023
Q3 | $47.4K | Buy |
+535
| New | +$47.4K | 0.01% | 274 |
|
2023
Q1 | – | Sell |
-1
| Closed | -$100 | – | 252 |
|
2022
Q4 | $100 | Sell |
1
-66
| -99% | -$6.6K | ﹤0.01% | 176 |
|
2022
Q3 | $7K | Hold |
67
| – | – | ﹤0.01% | 120 |
|
2022
Q2 | $8K | Buy |
+67
| New | +$8K | ﹤0.01% | 131 |
|
2021
Q4 | – | Sell |
-1,187
| Closed | -$171K | – | 130 |
|
2021
Q3 | $171K | Buy |
+1,187
| New | +$171K | 0.09% | 58 |
|