Caitlin John’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 |
-3,835
| Closed | -$335K | – | 726 |
|
|
2024
Q4 | $335K | Sell |
3,835
-318
| -8% | -$27.8K | 0.22% | 94 |
|
|
2024
Q3 | $373K | Buy |
4,153
+3,948
| +1,926% | +$355K | 0.23% | 98 |
|
|
2024
Q2 | $18.8K | Hold |
205
| – | – | 0.01% | 350 |
|
|
2024
Q1 | $19.4K | Sell |
205
-180
| -47% | -$17K | 0.01% | 355 |
|
|
2023
Q4 | $38.1K | Buy |
+385
| New | +$38.1K | 0.03% | 252 |
|