Centurion 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 | – | Sell |
-12,916
| Closed | -$1.13M | – | 247 |
|
|
2025
Q1 | $1.13M | Hold |
12,916
| – | – | 0.35% | 60 |
|
|
2024
Q4 | $1.13M | Sell |
12,916
-4,238
| -25% | -$370K | 0.35% | 60 |
|
|
2024
Q3 | $1.68M | Buy |
+17,154
| New | +$1.68M | 0.54% | 42 |
|
|
2024
Q1 | $1.86M | Sell |
19,664
-4,355
| -18% | -$412K | 0.73% | 26 |
|
|
2023
Q4 | $2.38M | Buy |
24,019
+5,618
| +31% | +$556K | 1.01% | 19 |
|
|
2023
Q3 | $1.63M | Buy |
+18,401
| New | +$1.63M | 0.8% | 24 |
|