Aprio 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 | $207K | Sell |
2,350
-489
| -17% | -$43.2K | 0.02% | 379 |
|
|
2025
Q1 | $258K | Buy |
+2,839
| New | +$258K | 0.03% | 300 |
|
|
2024
Q2 | – | Sell |
-8,416
| Closed | -$796K | – | 272 |
|
|
2024
Q1 | $796K | Hold |
8,416
| – | – | 0.16% | 79 |
|
|
2023
Q4 | $832K | Sell |
8,416
-65,560
| -89% | -$6.48M | 0.19% | 65 |
|
|
2023
Q3 | $6.56M | Buy |
73,976
+66,331
| +868% | +$5.88M | 1.8% | 15 |
|
|
2023
Q2 | $787K | Buy |
+7,645
| New | +$787K | 0.22% | 49 |
|