American Investment Services’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 |
-2,643
| Closed | -$231K | – | 161 |
|
|
2024
Q4 | $231K | Buy |
2,643
+368
| +16% | +$32.1K | 0.04% | 152 |
|
|
2024
Q3 | $223K | Hold |
2,275
| – | – | 0.04% | 151 |
|
|
2024
Q2 | $209K | Hold |
2,275
| – | – | 0.04% | 151 |
|
|
2024
Q1 | $215K | Hold |
2,275
| – | – | 0.04% | 149 |
|
|
2023
Q4 | $225K | Buy |
+2,275
| New | +$225K | 0.04% | 136 |
|