Arvest Investments’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 | $7.52M | Sell |
85,211
-555
| -0.6% | -$49K | 1.13% | 23 |
|
|
2025
Q1 | $7.81M | Buy |
85,766
+1,975
| +2% | +$180K | 1.23% | 20 |
|
|
2024
Q4 | $7.32M | Sell |
83,791
-994
| -1% | -$86.8K | 1.17% | 23 |
|
|
2024
Q3 | $8.32M | Sell |
84,785
-644
| -0.8% | -$63.2K | 1.26% | 20 |
|
|
2024
Q2 | $7.84M | Buy |
85,429
+933
| +1% | +$85.6K | 1.26% | 23 |
|
|
2024
Q1 | $8M | Buy |
84,496
+17,218
| +26% | +$1.63M | 1.27% | 22 |
|
|
2023
Q4 | $6.65M | Buy |
+67,278
| New | +$6.65M | 1.08% | 24 |
|