CSC
Caldwell Sutter Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $833K | Sell |
9,442
-265
| -3% | -$23.4K | 0.38% | 70 |
|
|
2025
Q1 | $884K | Buy |
9,707
+219
| +2% | +$19.9K | 0.42% | 63 |
|
|
2024
Q4 | $829K | Buy |
9,488
+1,896
| +25% | +$166K | 0.39% | 72 |
|
|
2024
Q3 | $745K | Buy |
7,592
+148
| +2% | +$14.5K | 0.35% | 76 |
|
|
2024
Q2 | $683K | Buy |
7,444
+731
| +11% | +$67.1K | 0.34% | 83 |
|
|
2024
Q1 | $635K | Buy |
6,713
+212
| +3% | +$20.1K | 0.31% | 89 |
|
|
2023
Q4 | $643K | Buy |
6,501
+1,129
| +21% | +$112K | 0.33% | 89 |
|
|
2023
Q3 | $476K | Buy |
5,372
+2,228
| +71% | +$198K | 0.26% | 103 |
|
|
2023
Q2 | $324K | Buy |
3,144
+1,872
| +147% | +$193K | 0.17% | 131 |
|
|
2023
Q1 | $135K | Buy |
+1,272
| New | +$135K | 0.1% | 165 |
|