Cahill Financial Advisors’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 | $371K | Buy |
4,204
+169
| +4% | +$14.9K | 0.05% | 202 |
|
|
2025
Q1 | $367K | Sell |
4,035
-35,069
| -90% | -$3.19M | 0.05% | 195 |
|
|
2024
Q4 | $3.41M | Buy |
39,104
+2,037
| +5% | +$178K | 0.46% | 39 |
|
|
2024
Q3 | $3.64M | Buy |
37,067
+14,219
| +62% | +$1.39M | 0.5% | 35 |
|
|
2024
Q2 | $2.1M | Buy |
22,848
+779
| +4% | +$71.5K | 0.29% | 69 |
|
|
2024
Q1 | $2.09M | Sell |
22,069
-2,995
| -12% | -$283K | 0.28% | 70 |
|
|
2023
Q4 | $2.48M | Buy |
25,064
+4,109
| +20% | +$406K | 0.37% | 56 |
|
|
2023
Q3 | $1.86M | Buy |
+20,955
| New | +$1.86M | 0.31% | 68 |
|