Carolinas Wealth Consulting’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 |
-443
| Closed | -$40.3K | – | 850 |
|
|
2025
Q1 | $40.3K | Buy |
443
+21
| +5% | +$1.91K | 0.01% | 378 |
|
|
2024
Q4 | $36.8K | Sell |
422
-695
| -62% | -$60.6K | 0.01% | 402 |
|
|
2024
Q3 | $110K | Buy |
1,117
+137
| +14% | +$13.4K | 0.02% | 247 |
|
|
2024
Q2 | $89.9K | Sell |
980
-11
| -1% | -$1.01K | 0.02% | 275 |
|
|
2024
Q1 | $93.8K | Hold |
991
| – | – | 0.02% | 267 |
|
|
2023
Q4 | $98K | Hold |
991
| – | – | 0.02% | 235 |
|
|
2023
Q3 | $82.8K | Buy |
991
+132
| +15% | +$11K | 0.02% | 236 |
|
|
2023
Q2 | $88.4K | Buy |
859
+49
| +6% | +$5.04K | 0.02% | 276 |
|
|
2023
Q1 | $86.2K | Sell |
810
-188
| -19% | -$20K | 0.02% | 285 |
|
|
2022
Q4 | $99.4K | Buy |
998
+848
| +565% | +$84.4K | 0.02% | 264 |
|
|
2022
Q3 | $15K | Buy |
+150
| New | +$15K | ﹤0.01% | 499 |
|
|
2022
Q2 | – | Sell |
-44
| Closed | -$6K | – | 950 |
|
|
2022
Q1 | $6K | Buy |
+44
| New | +$6K | ﹤0.01% | 690 |
|