Cardinal Strategic Wealth Guidance’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 | $2.54M | Buy |
28,731
+2,261
| +9% | +$200K | 0.73% | 21 |
|
|
2025
Q1 | $2.41M | Sell |
26,470
-3,278
| -11% | -$298K | 0.77% | 19 |
|
|
2024
Q4 | $2.6M | Sell |
29,748
-1,427
| -5% | -$125K | 0.83% | 17 |
|
|
2024
Q3 | $3.06M | Sell |
31,175
-1,274
| -4% | -$125K | 1% | 16 |
|
|
2024
Q2 | $2.98M | Buy |
32,449
+635
| +2% | +$58.3K | 1.07% | 16 |
|
|
2024
Q1 | $3.01M | Buy |
31,814
+819
| +3% | +$77.5K | 1.13% | 16 |
|
|
2023
Q4 | $3.06M | Buy |
30,995
+2,032
| +7% | +$201K | 1.22% | 15 |
|
|
2023
Q3 | $2.57M | Buy |
28,963
+3,961
| +16% | +$351K | 1.19% | 14 |
|
|
2023
Q2 | $2.57M | Buy |
25,002
+103
| +0.4% | +$10.6K | 1.14% | 15 |
|
|
2023
Q1 | $2.65M | Buy |
24,899
+3,919
| +19% | +$417K | 1.23% | 15 |
|
|
2022
Q4 | $2.09M | Buy |
20,980
+2,300
| +12% | +$229K | 1% | 20 |
|
|
2022
Q3 | $1.91M | Buy |
18,680
+6,578
| +54% | +$674K | 1.02% | 15 |
|
|
2022
Q2 | $1.39M | Buy |
12,102
+829
| +7% | +$95.2K | 0.71% | 17 |
|
|
2022
Q1 | $1.49M | Buy |
11,273
+2,898
| +35% | +$383K | 0.68% | 20 |
|
|
2021
Q4 | $1.24M | Buy |
8,375
+95
| +1% | +$14.1K | 0.58% | 26 |
|
|
2021
Q3 | $1.2M | Buy |
8,280
+806
| +11% | +$116K | 0.63% | 25 |
|
|
2021
Q2 | $1.08M | Buy |
7,474
+238
| +3% | +$34.4K | 0.57% | 27 |
|
|
2021
Q1 | $980K | Buy |
+7,236
| New | +$980K | 0.57% | 29 |
|