Centric Wealth Management’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 | $229K | Buy |
2,621
+372
| +17% | +$32.5K | 0.05% | 169 |
|
|
2025
Q1 | $205K | Buy |
+2,249
| New | +$205K | 0.05% | 166 |
|
|
2024
Q3 | – | Sell |
-8,869
| Closed | -$825K | – | 187 |
|
|
2024
Q2 | $825K | Buy |
+8,869
| New | +$825K | 0.24% | 79 |
|
|
2024
Q1 | – | Sell |
-10,049
| Closed | -$946K | – | 172 |
|
|
2023
Q4 | $946K | Buy |
+10,049
| New | +$946K | 0.31% | 70 |
|
|
2021
Q2 | – | Sell |
-3,234
| Closed | -$438K | – | 192 |
|
|
2021
Q1 | $438K | Buy |
3,234
+76
| +2% | +$10.3K | 0.13% | 149 |
|
|
2020
Q4 | $498K | Buy |
+3,158
| New | +$498K | 0.16% | 122 |
|