Bleakley 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
Q1 | – | Sell |
-4,338
| Closed | -$379K | – | 948 |
|
|
2024
Q4 | $379K | Buy |
+4,338
| New | +$379K | 0.01% | 703 |
|
|
2024
Q3 | – | Sell |
-3,591
| Closed | -$330K | – | 1085 |
|
|
2024
Q2 | $330K | Sell |
3,591
-7
| -0.2% | -$643 | 0.01% | 729 |
|
|
2024
Q1 | $340K | Buy |
3,598
+121
| +3% | +$11.5K | 0.01% | 723 |
|
|
2023
Q4 | $344K | Buy |
3,477
+47
| +1% | +$4.65K | 0.01% | 697 |
|
|
2023
Q3 | $304K | Buy |
+3,430
| New | +$304K | 0.01% | 680 |
|