Blue Investment Partners’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 | $3.93M | Buy |
44,507
+1,392
| +3% | +$123K | 1.38% | 19 |
|
2025
Q1 | $3.92M | Buy |
+43,115
| New | +$3.92M | 1.48% | 22 |
|
2024
Q2 | – | Sell |
-58,733
| Closed | -$5.56M | – | 45 |
|
2024
Q1 | $5.56M | Buy |
58,733
+5,711
| +11% | +$540K | 2.89% | 13 |
|
2023
Q4 | $5.24M | Buy |
53,022
+14,875
| +39% | +$1.47M | 3.42% | 9 |
|
2023
Q3 | $3.38M | Sell |
38,147
-11,884
| -24% | -$1.05M | 2.69% | 11 |
|
2023
Q2 | $5.15M | Buy |
50,031
+28,757
| +135% | +$2.96M | 3.93% | 11 |
|
2023
Q1 | $2.26M | Buy |
+21,274
| New | +$2.26M | 2.28% | 12 |
|