Atomi Financial Group’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
$9.24M Buy
104,742
+7,016
+7% +$619K 0.35% 57
2025
Q1
$8.9M Buy
97,726
+15,220
+18% +$1.39M 0.41% 50
2024
Q4
$7.21M Buy
82,506
+27,379
+50% +$2.39M 0.36% 53
2024
Q3
$5.41M Buy
55,127
+44,226
+406% +$4.34M 0.34% 57
2024
Q2
$1M Buy
+10,901
New +$1M 0.07% 208
2024
Q1
Sell
-6,485
Closed -$641K 764
2023
Q4
$641K Buy
+6,485
New +$641K 0.09% 210