Birchbrook’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
$6.8M Buy
77,083
+517
+0.7% +$45.6K 3.65% 5
2025
Q1
$6.97M Buy
76,566
+3,598
+5% +$328K 3.92% 5
2024
Q4
$6.37M Sell
72,968
-2,538
-3% -$222K 3.62% 5
2024
Q3
$7.41M Sell
75,506
-5,262
-7% -$516K 4.11% 5
2024
Q2
$7.41M Buy
80,768
+1,701
+2% +$156K 4.45% 5
2024
Q1
$7.48M Buy
79,067
+8,932
+13% +$845K 4.45% 5
2023
Q4
$6.93M Buy
+70,135
New +$6.93M 4.57% 4