Balboa Wealth 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 | $284K | Buy |
3,216
+300
| +10% | +$26.5K | 0.06% | 259 |
|
|
2025
Q1 | $265K | Buy |
+2,916
| New | +$265K | 0.06% | 216 |
|
|
2024
Q2 | – | Sell |
-2,756
| Closed | -$261K | – | 342 |
|
|
2024
Q1 | $261K | Buy |
+2,756
| New | +$261K | 0.08% | 178 |
|
|
2023
Q3 | – | Sell |
-4,722
| Closed | -$486K | – | 324 |
|
|
2023
Q2 | $486K | Buy |
4,722
+2,438
| +107% | +$251K | 0.17% | 117 |
|
|
2023
Q1 | $243K | Sell |
2,284
-770
| -25% | -$81.9K | 0.09% | 191 |
|
|
2022
Q4 | $304K | Buy |
3,054
+563
| +23% | +$56.1K | 0.14% | 150 |
|
|
2022
Q3 | $255K | Buy |
+2,491
| New | +$255K | 0.11% | 161 |
|