Briaud Financial Planning’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 | $641K | Sell |
7,312
-206
| -3% | -$18.1K | 0.25% | 15 |
|
|
2025
Q1 | $680K | Hold |
7,518
| – | – | 0.27% | 14 |
|
|
2024
Q4 | $656K | Buy |
7,518
+70
| +0.9% | +$6.11K | 0.27% | 15 |
|
|
2024
Q3 | $732K | Hold |
7,448
| – | – | 0.38% | 11 |
|
|
2024
Q2 | $683K | Sell |
7,448
-1
| -0% | -$92 | 0.39% | 11 |
|
|
2024
Q1 | $705K | Buy |
+7,449
| New | +$705K | 0.4% | 12 |
|
|
2023
Q4 | – | Sell |
-7,448
| Closed | -$660K | – | 148 |
|
|
2023
Q3 | $660K | Sell |
7,448
-2,390
| -24% | -$212K | 0.53% | 14 |
|
|
2023
Q2 | $1.01M | Buy |
9,838
+3,152
| +47% | +$324K | 0.95% | 11 |
|
|
2023
Q1 | $710K | Buy |
+6,686
| New | +$710K | 0.67% | 12 |
|
|
2022
Q3 | – | Sell |
-224,244
| Closed | -$25.8M | – | 30 |
|
|
2022
Q2 | $25.8M | Buy |
224,244
+3,384
| +2% | +$389K | 16.89% | 2 |
|
|
2022
Q1 | $29.2M | Buy |
220,860
+16,130
| +8% | +$2.13M | 16.76% | 2 |
|
|
2021
Q4 | $30.3M | Buy |
204,730
+114,632
| +127% | +$17M | 16.49% | 2 |
|
|
2021
Q3 | $13M | Buy |
90,098
+5,356
| +6% | +$773K | 8.54% | 3 |
|
|
2021
Q2 | $12.2M | Buy |
84,742
+64,309
| +315% | +$9.28M | 8.14% | 3 |
|
|
2021
Q1 | $2.77M | Buy |
20,433
+20,275
| +12,832% | +$2.75M | 2.04% | 6 |
|
|
2020
Q4 | $25.6K | Sell |
158
-167,449
| -100% | -$27.1M | 16.34% | 2 |
|
|
2020
Q3 | $27.4M | Buy |
167,607
+2,183
| +1% | +$356K | 19.79% | 2 |
|
|
2020
Q2 | $27.1M | Buy |
165,424
+162,716
| +6,009% | +$26.7M | 20.72% | 2 |
|
|
2020
Q1 | $447K | Buy |
2,708
+988
| +57% | +$163K | 0.64% | 9 |
|
|
2019
Q4 | $233K | Buy |
+1,720
| New | +$233K | 0.24% | 18 |
|