Cardiff Park 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 | $232K | Buy |
2,633
+778
| +42% | +$68.7K | 0.02% | 242 |
|
2025
Q1 | $169K | Buy |
1,855
+186
| +11% | +$16.9K | 0.02% | 260 |
|
2024
Q4 | $146K | Buy |
1,669
+756
| +83% | +$66K | 0.01% | 262 |
|
2024
Q3 | $89.6K | Buy |
913
+8
| +0.9% | +$785 | 0.01% | 279 |
|
2024
Q2 | $83K | Buy |
+905
| New | +$83K | 0.01% | 275 |
|
2022
Q3 | – | Sell |
-6,000
| Closed | -$689K | – | 330 |
|
2022
Q2 | $689K | Buy |
+6,000
| New | +$689K | 0.1% | 104 |
|