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