Bartlett & Co 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 | $3.97K | Hold |
45
| – | – | ﹤0.01% | 1025 |
|
|
2025
Q1 | $4.1K | Hold |
45
| – | – | ﹤0.01% | 1009 |
|
|
2024
Q4 | $3.93K | Hold |
45
| – | – | ﹤0.01% | 996 |
|
|
2024
Q3 | $4.42K | Hold |
45
| – | – | ﹤0.01% | 984 |
|
|
2024
Q2 | $4.13K | Hold |
45
| – | – | ﹤0.01% | 1003 |
|
|
2024
Q1 | $4.26K | Hold |
45
| – | – | ﹤0.01% | 988 |
|
|
2023
Q4 | $4.49K | Hold |
45
| – | – | ﹤0.01% | 1088 |
|
|
2023
Q3 | $3.99K | Buy |
+45
| New | +$3.99K | ﹤0.01% | 1019 |
|
|
2023
Q1 | – | Sell |
-28
| Closed | -$2.79K | – | 1105 |
|
|
2022
Q4 | $2.79K | Sell |
28
-16
| -36% | -$1.59K | ﹤0.01% | 989 |
|
|
2022
Q3 | $4.51K | Buy |
+44
| New | +$4.51K | ﹤0.01% | 943 |
|
|
2021
Q4 | – | Sell |
-25
| Closed | -$3.61K | – | 844 |
|
|
2021
Q3 | $3.61K | Hold |
25
| – | – | ﹤0.01% | 799 |
|
|
2021
Q2 | $3.61K | Hold |
25
| – | – | ﹤0.01% | 792 |
|
|
2021
Q1 | $3.39K | Hold |
25
| – | – | ﹤0.01% | 824 |
|
|
2020
Q4 | $3.94K | Buy |
+25
| New | +$3.94K | ﹤0.01% | 829 |
|
|
2018
Q2 | – | Sell |
-79
| Closed | -$9.63K | – | 776 |
|
|
2018
Q1 | $9.63K | Buy |
+79
| New | +$9.63K | ﹤0.01% | 612 |
|