Beacon Financial Group’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 | $406K | Buy |
4,600
+1,902
| +70% | +$168K | 0.04% | 246 |
|
|
2025
Q1 | $246K | Sell |
2,698
-30,616
| -92% | -$2.79M | 0.03% | 303 |
|
|
2024
Q4 | $2.91M | Buy |
33,314
+3,706
| +13% | +$324K | 0.31% | 82 |
|
|
2024
Q3 | $2.9M | Sell |
29,608
-4,207
| -12% | -$413K | 0.31% | 81 |
|
|
2024
Q2 | $3.1M | Buy |
33,815
+6,964
| +26% | +$639K | 0.35% | 74 |
|
|
2024
Q1 | $2.54M | Buy |
26,851
+4,979
| +23% | +$471K | 0.29% | 90 |
|
|
2023
Q4 | $2.16M | Buy |
21,872
+18,660
| +581% | +$1.85M | 0.26% | 98 |
|
|
2023
Q3 | $310K | Buy |
+3,212
| New | +$310K | 0.04% | 208 |
|