Benjamin Edwards Inc’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 | $15.4M | Buy |
174,098
+57,588
| +49% | +$5.08M | 0.2% | 121 |
|
|
2025
Q1 | $10.6M | Buy |
116,510
+87,745
| +305% | +$7.99M | 0.15% | 153 |
|
|
2024
Q4 | $2.51M | Buy |
28,765
+1,954
| +7% | +$171K | 0.04% | 389 |
|
|
2024
Q3 | $2.63M | Buy |
+26,811
| New | +$2.63M | 0.04% | 382 |
|
|
2023
Q2 | – | Sell |
-23
| Closed | -$2K | – | 721 |
|
|
2023
Q1 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 670 |
|
|
2022
Q4 | – | Sell |
-2,410
| Closed | -$247K | – | 768 |
|
|
2022
Q3 | $247K | Buy |
2,410
+1,479
| +159% | +$152K | 0.07% | 225 |
|
|
2022
Q2 | $107K | Buy |
931
+134
| +17% | +$15.4K | 0.03% | 330 |
|
|
2022
Q1 | $105K | Buy |
797
+258
| +48% | +$34K | 0.03% | 354 |
|
|
2021
Q4 | $80K | Buy |
+539
| New | +$80K | 0.03% | 374 |
|
|
2020
Q3 | – | Sell |
-1,558
| Closed | -$255K | – | 391 |
|
|
2020
Q2 | $255K | Sell |
1,558
-7,845
| -83% | -$1.28M | 0.21% | 119 |
|
|
2020
Q1 | $1.55M | Buy |
9,403
+387
| +4% | +$63.8K | 1.61% | 7 |
|
|
2019
Q4 | $1.22M | Buy |
9,016
+1,836
| +26% | +$249K | 2.49% | 4 |
|
|
2019
Q3 | $1.03M | Buy |
7,180
+3,317
| +86% | +$474K | 2.22% | 10 |
|
|
2019
Q2 | $513K | Buy |
+3,863
| New | +$513K | 1.24% | 20 |
|