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