Apollon 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
Q2
$3.57M Buy
40,432
+20,505
+103% +$1.81M 0.07% 244
2025
Q1
$1.81M Sell
19,927
-35,732
-64% -$3.25M 0.04% 355
2024
Q4
$4.86M Sell
55,659
-4,363
-7% -$381K 0.11% 164
2024
Q3
$5.89M Buy
60,022
+42,894
+250% +$4.21M 0.17% 106
2024
Q2
$1.57M Buy
17,128
+1,724
+11% +$158K 0.05% 342
2024
Q1
$1.46M Buy
15,404
+5,014
+48% +$474K 0.05% 356
2023
Q4
$1.03M Buy
10,390
+7,473
+256% +$739K 0.04% 445
2023
Q3
$259K Buy
2,917
+890
+44% +$78.9K 0.01% 749
2023
Q2
$209K Buy
+2,027
New +$209K 0.01% 857
2020
Q4
Sell
-1,891
Closed -$309K 251
2020
Q3
$309K Sell
1,891
-433
-19% -$70.8K 0.14% 113
2020
Q2
$381K Buy
2,324
+534
+30% +$87.5K 0.21% 65
2020
Q1
$295K Buy
+1,790
New +$295K 0.3% 46