B.O.S.S. Retirement Advisors’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 | $1.4M | Sell |
15,808
-978
| -6% | -$86.3K | 0.35% | 56 |
|
|
2025
Q1 | $1.53M | Buy |
16,786
+46
| +0.3% | +$4.19K | 0.44% | 50 |
|
|
2024
Q4 | $1.46M | Buy |
+16,740
| New | +$1.46M | 0.41% | 55 |
|
|
2024
Q1 | – | Sell |
-12,160
| Closed | -$1.2M | – | 220 |
|
|
2023
Q4 | $1.2M | Sell |
12,160
-29,386
| -71% | -$2.91M | 0.23% | 142 |
|
|
2023
Q3 | $3.68M | Buy |
41,546
+1,413
| +4% | +$125K | 0.79% | 28 |
|
|
2023
Q2 | $4.13M | Buy |
40,133
+508
| +1% | +$52.3K | 0.88% | 20 |
|
|
2023
Q1 | $4.21M | Buy |
39,625
+865
| +2% | +$92K | 0.99% | 16 |
|
|
2022
Q4 | $3.86M | Buy |
+38,760
| New | +$3.86M | 0.99% | 14 |
|