Aspect Partners’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 | $4.53M | Buy |
51,297
+7,338
| +17% | +$648K | 2.23% | 13 |
|
|
2025
Q1 | $4M | Buy |
43,959
+674
| +2% | +$61.4K | 2.29% | 13 |
|
|
2024
Q4 | $3.78M | Sell |
43,285
-5,343
| -11% | -$467K | 2.18% | 13 |
|
|
2024
Q3 | $4.77M | Buy |
48,628
+10,770
| +28% | +$1.06M | 2.68% | 11 |
|
|
2024
Q2 | $3.47M | Sell |
37,858
-13,059
| -26% | -$1.2M | 2.07% | 13 |
|
|
2024
Q1 | $4.82M | Buy |
50,917
+5,871
| +13% | +$556K | 3.8% | 6 |
|
|
2023
Q4 | $4.45M | Buy |
+45,046
| New | +$4.45M | 2.87% | 8 |
|