Braun-Bostich & Associates’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 | $9.22M | Buy |
104,442
+22,089
| +27% | +$1.95M | 6.29% | 1 |
|
|
2025
Q1 | $7.5M | Sell |
82,353
-13,502
| -14% | -$1.23M | 5.55% | 2 |
|
|
2024
Q4 | $8.37M | Sell |
95,855
-7,397
| -7% | -$646K | 6.03% | 2 |
|
|
2024
Q3 | $10.1M | Buy |
103,252
+8,677
| +9% | +$851K | 7.06% | 2 |
|
|
2024
Q2 | $8.68M | Buy |
94,575
+50,511
| +115% | +$4.64M | 6.45% | 2 |
|
|
2024
Q1 | $4.17M | Buy |
+44,064
| New | +$4.17M | 3.49% | 3 |
|
|
2020
Q4 | – | Sell |
-587
| Closed | -$96K | – | 201 |
|
|
2020
Q3 | $96K | Buy |
+587
| New | +$96K | 0.1% | 124 |
|
|
2019
Q3 | – | Sell |
-8
| Closed | -$1K | – | 279 |
|
|
2019
Q2 | $1K | Sell |
8
-99
| -93% | -$12.4K | ﹤0.01% | 313 |
|
|
2019
Q1 | $14K | Hold |
107
| – | – | 0.01% | 255 |
|
|
2018
Q4 | $13K | Hold |
107
| – | – | 0.01% | 245 |
|
|
2018
Q3 | $13K | Sell |
107
-2,720
| -96% | -$330K | 0.01% | 257 |
|
|
2018
Q2 | $344K | Sell |
2,827
-48
| -2% | -$5.84K | 0.34% | 85 |
|
|
2018
Q1 | $350K | Sell |
2,875
-61
| -2% | -$7.43K | 0.3% | 92 |
|
|
2017
Q4 | $372K | Buy |
+2,936
| New | +$372K | 0.32% | 90 |
|