Berger 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 | $474K | Sell |
5,377
-2,516
| -32% | -$222K | 0.03% | 268 |
|
|
2025
Q1 | $718K | Sell |
7,893
-123,707
| -94% | -$11.3M | 0.05% | 215 |
|
|
2024
Q4 | $11.5M | Sell |
131,600
-597
| -0.5% | -$52.1K | 0.79% | 32 |
|
|
2024
Q3 | $13M | Buy |
132,197
+248
| +0.2% | +$24.3K | 0.94% | 26 |
|
|
2024
Q2 | $12.1M | Sell |
131,949
-3,125
| -2% | -$287K | 0.97% | 24 |
|
|
2024
Q1 | $12.8M | Buy |
135,074
+21,851
| +19% | +$2.07M | 1.05% | 21 |
|
|
2023
Q4 | $11.2M | Buy |
113,223
+5,929
| +6% | +$586K | 1.16% | 17 |
|
|
2023
Q3 | $9.52M | Buy |
107,294
+2,048
| +2% | +$182K | 1.09% | 18 |
|
|
2023
Q2 | $10.8M | Sell |
105,246
-631
| -0.6% | -$65K | 1.23% | 17 |
|
|
2023
Q1 | $11.3M | Buy |
105,877
+12,323
| +13% | +$1.31M | 1.36% | 14 |
|
|
2022
Q4 | $9.31M | Sell |
93,554
-5,342
| -5% | -$532K | 1.23% | 17 |
|
|
2022
Q3 | $10.1M | Buy |
98,896
+729
| +0.7% | +$74.7K | 1.49% | 15 |
|
|
2022
Q2 | $11.3M | Buy |
+98,167
| New | +$11.3M | 1.65% | 12 |
|