Brown Wealth Management’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 | $2.62M | Sell |
29,676
-211
| -0.7% | -$18.6K | 0.81% | 31 |
|
|
2025
Q1 | $2.72M | Sell |
29,887
-25,120
| -46% | -$2.29M | 0.94% | 25 |
|
|
2024
Q4 | $4.8M | Buy |
55,007
+29,917
| +119% | +$2.61M | 1.7% | 16 |
|
|
2024
Q3 | $2.46M | Buy |
25,090
+1,215
| +5% | +$119K | 0.89% | 26 |
|
|
2024
Q2 | $2.19M | Sell |
23,875
-19,279
| -45% | -$1.77M | 0.88% | 26 |
|
|
2024
Q1 | $4.08M | Buy |
43,154
+20,500
| +90% | +$1.94M | 1.69% | 16 |
|
|
2023
Q4 | $2.24M | Sell |
22,654
-37,586
| -62% | -$3.72M | 0.99% | 24 |
|
|
2023
Q3 | $5.34M | Buy |
+60,240
| New | +$5.34M | 2.54% | 14 |
|