Brighton Jones LLC’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 |
-2,747
| Closed | -$240K | – | 740 |
|
|
2024
Q4 | $240K | Buy |
2,747
+601
| +28% | +$52.5K | 0.01% | 593 |
|
|
2024
Q3 | $211K | Buy |
+2,146
| New | +$211K | 0.01% | 524 |
|
|
2024
Q1 | – | Sell |
-2,123
| Closed | -$210K | – | 654 |
|
|
2023
Q4 | $210K | Buy |
+2,123
| New | +$210K | 0.01% | 528 |
|
|
2023
Q1 | – | Sell |
-2,034
| Closed | -$203K | – | 535 |
|
|
2022
Q4 | $203K | Sell |
2,034
-283
| -12% | -$28.2K | 0.01% | 433 |
|
|
2022
Q3 | $237K | Buy |
+2,317
| New | +$237K | 0.01% | 380 |
|
|
2022
Q2 | – | Sell |
-1,643
| Closed | -$217K | – | 532 |
|
|
2022
Q1 | $217K | Buy |
+1,643
| New | +$217K | 0.01% | 457 |
|