Atticus 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 | $971 | Hold |
11
| – | – | ﹤0.01% | 604 |
|
|
2025
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 465 |
|
|
2024
Q4 | $961 | Hold |
11
| – | – | ﹤0.01% | 488 |
|
|
2024
Q3 | $1.08K | Sell |
11
-75
| -87% | -$7.36K | ﹤0.01% | 481 |
|
|
2024
Q2 | $7.89K | Sell |
86
-126
| -59% | -$11.6K | ﹤0.01% | 400 |
|
|
2024
Q1 | $20.1K | Buy |
212
+33
| +18% | +$3.12K | 0.01% | 323 |
|
|
2023
Q4 | $17.7K | Sell |
179
-377
| -68% | -$37.3K | 0.01% | 337 |
|
|
2023
Q3 | $49.3K | Buy |
556
+144
| +35% | +$12.8K | 0.02% | 249 |
|
|
2023
Q2 | $42.4K | Sell |
412
-4,013
| -91% | -$413K | 0.02% | 275 |
|
|
2023
Q1 | $471K | Buy |
4,425
+3,961
| +854% | +$421K | 0.18% | 79 |
|
|
2022
Q4 | $46.2K | Buy |
464
+130
| +39% | +$13K | 0.02% | 260 |
|
|
2022
Q3 | $38K | Hold |
334
| – | – | 0.02% | 264 |
|
|
2022
Q2 | $38K | Sell |
334
-3,045
| -90% | -$346K | 0.02% | 286 |
|
|
2022
Q1 | $446K | Buy |
3,379
+659
| +24% | +$87K | 0.16% | 95 |
|
|
2021
Q4 | $403K | Buy |
2,720
+2,719
| +271,900% | +$403K | 0.16% | 88 |
|
|
2021
Q3 | $0 | Sell |
1
-10
| -91% | – | ﹤0.01% | 452 |
|
|
2021
Q2 | $2K | Sell |
11
-12
| -52% | -$2.18K | ﹤0.01% | 352 |
|
|
2021
Q1 | $3K | Sell |
23
-3,220
| -99% | -$420K | ﹤0.01% | 314 |
|
|
2020
Q4 | $512K | Sell |
3,243
-3,526
| -52% | -$557K | 0.26% | 57 |
|
|
2020
Q3 | $1.11M | Sell |
6,769
-2,600
| -28% | -$424K | 0.66% | 36 |
|
|
2020
Q2 | $1.54M | Buy |
9,369
+7,045
| +303% | +$1.15M | 1.01% | 22 |
|
|
2020
Q1 | $383K | Buy |
2,324
+1,857
| +398% | +$306K | 0.31% | 50 |
|
|
2019
Q4 | $63K | Buy |
+467
| New | +$63K | 0.04% | 164 |
|