Beacon Financial Advisory’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 | – | Sell |
-2,555
| Closed | -$233K | – | 367 |
|
|
2025
Q1 | $233K | Sell |
2,555
-1,080
| -30% | -$98.3K | 0.07% | 291 |
|
|
2024
Q4 | $317K | Sell |
3,635
-1,493
| -29% | -$130K | 0.1% | 217 |
|
|
2024
Q3 | $503K | Buy |
5,128
+1,374
| +37% | +$135K | 0.17% | 156 |
|
|
2024
Q2 | $345K | Sell |
3,754
-746
| -17% | -$68.5K | 0.13% | 192 |
|
|
2024
Q1 | $426K | Buy |
4,500
+1,393
| +45% | +$132K | 0.21% | 135 |
|
|
2023
Q4 | $307K | Sell |
3,107
-55
| -2% | -$5.44K | 0.15% | 182 |
|
|
2023
Q3 | $280K | Buy |
+3,162
| New | +$280K | 0.15% | 180 |
|