Bush Investment Group’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 |
-6,428
| Closed | -$561K | – | 38 |
|
|
2024
Q4 | $561K | Buy |
6,428
+555
| +9% | +$48.5K | 0.44% | 26 |
|
|
2024
Q3 | $576K | Sell |
5,873
-1,017
| -15% | -$99.8K | 0.46% | 24 |
|
|
2024
Q2 | $632K | Buy |
6,890
+496
| +8% | +$45.5K | 0.54% | 24 |
|
|
2024
Q1 | $605K | Sell |
6,394
-484
| -7% | -$45.8K | 0.53% | 25 |
|
|
2023
Q4 | $654K | Buy |
+6,878
| New | +$654K | 0.6% | 21 |
|