Barrett & Company’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 | $25.2K | Hold |
286
| – | – | 0.01% | 388 |
|
|
2025
Q1 | $26K | Hold |
286
| – | – | 0.01% | 347 |
|
|
2024
Q4 | $25K | Buy |
286
+86
| +43% | +$7.51K | 0.01% | 352 |
|
|
2024
Q3 | $19.6K | Hold |
200
| – | – | 0.01% | 365 |
|
|
2024
Q2 | $18.4K | Hold |
200
| – | – | 0.01% | 378 |
|
|
2024
Q1 | $18.9K | Hold |
200
| – | – | 0.01% | 376 |
|
|
2023
Q4 | $19.8K | Buy |
+200
| New | +$19.8K | 0.01% | 346 |
|