Cahill 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
Q1 | $3.2M | Buy |
35,148
+4,572
| +15% | +$416K | 1.63% | 11 |
|
|
2024
Q4 | $2.67M | Buy |
30,576
+1,080
| +4% | +$94.3K | 1.36% | 13 |
|
|
2024
Q3 | $2.89M | Sell |
29,496
-614
| -2% | -$60.2K | 1.49% | 12 |
|
|
2024
Q2 | $2.85M | Buy |
30,110
+6,167
| +26% | +$585K | 1.7% | 12 |
|
|
2024
Q1 | $2.27M | Buy |
23,943
+2,118
| +10% | +$200K | 1.32% | 13 |
|
|
2023
Q4 | $2.16M | Buy |
21,825
+8,275
| +61% | +$818K | 1.45% | 12 |
|
|
2023
Q3 | $1.2M | Buy |
13,550
+1,824
| +16% | +$162K | 0.92% | 19 |
|
|
2023
Q2 | $1.21M | Buy |
11,726
+97
| +0.8% | +$9.99K | 0.83% | 20 |
|
|
2023
Q1 | $1.24M | Buy |
11,629
+1,505
| +15% | +$160K | 0.91% | 19 |
|
|
2022
Q4 | $1.06M | Buy |
+10,124
| New | +$1.06M | 0.77% | 21 |
|