Certus 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
Q1 | – | Sell |
-15,493
| Closed | -$1.38M | – | 56 |
|
|
2024
Q4 | $1.38M | Buy |
15,493
+1,359
| +10% | +$121K | 0.92% | 24 |
|
|
2024
Q3 | $1.39M | Buy |
14,134
+271
| +2% | +$26.6K | 0.97% | 21 |
|
|
2024
Q2 | $1.27M | Sell |
13,863
-1,217
| -8% | -$112K | 0.97% | 24 |
|
|
2024
Q1 | $1.35M | Sell |
15,080
-1,710
| -10% | -$154K | 1.08% | 22 |
|
|
2023
Q4 | $1.66M | Buy |
16,790
+1,054
| +7% | +$104K | 1.41% | 19 |
|
|
2023
Q3 | $1.4M | Buy |
+15,736
| New | +$1.4M | 1.33% | 18 |
|