Capital Wealth Planning’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 | – | Sell |
-20,415
| Closed | -$1.86M | – | 153 |
|
|
2025
Q1 | $1.86M | Buy |
+20,415
| New | +$1.86M | 0.02% | 83 |
|
|
2023
Q1 | – | Sell |
-18,737
| Closed | -$1.87M | – | 155 |
|
|
2022
Q4 | $1.87M | Buy |
18,737
+728
| +4% | +$72.5K | 0.03% | 42 |
|
|
2022
Q3 | $1.85M | Buy |
18,009
+10,304
| +134% | +$1.06M | 0.03% | 41 |
|
|
2022
Q2 | $885K | Buy |
+7,705
| New | +$885K | 0.02% | 54 |
|
|
2020
Q1 | – | Sell |
-2,459
| Closed | -$333K | – | 264 |
|
|
2019
Q4 | $333K | Sell |
2,459
-1,257
| -34% | -$170K | 0.02% | 141 |
|
|
2019
Q3 | $517K | Buy |
+3,716
| New | +$517K | 0.03% | 133 |
|
|
2017
Q3 | – | Sell |
-27,366
| Closed | -$3.42M | – | 184 |
|
|
2017
Q2 | $3.42M | Buy |
+27,366
| New | +$3.42M | 0.55% | 30 |
|
|
2014
Q2 | – | Sell |
-2,520
| Closed | -$275K | – | 131 |
|
|
2014
Q1 | $275K | Buy |
+2,520
| New | +$275K | 0.12% | 97 |
|