CFS Investment Advisory Services’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 | $2.44M | Buy |
27,646
+11,149
| +68% | +$984K | 0.2% | 96 |
|
|
2025
Q1 | $1.5M | Sell |
16,497
-77,305
| -82% | -$7.04M | 0.13% | 132 |
|
|
2024
Q4 | $8.19M | Buy |
93,802
+4,458
| +5% | +$389K | 0.73% | 30 |
|
|
2024
Q3 | $8.77M | Sell |
89,344
-5,181
| -5% | -$508K | 0.74% | 29 |
|
|
2024
Q2 | $8.68M | Buy |
+94,525
| New | +$8.68M | 0.7% | 31 |
|
|
2023
Q3 | – | Sell |
-12,817
| Closed | -$1.32M | – | 246 |
|
|
2023
Q2 | $1.32M | Buy |
+12,817
| New | +$1.32M | 0.17% | 103 |
|
|
2022
Q3 | – | Sell |
-8,184
| Closed | -$940K | – | 356 |
|
|
2022
Q2 | $940K | Sell |
8,184
-435,607
| -98% | -$50M | 0.14% | 129 |
|
|
2022
Q1 | $3K | Buy |
443,791
+442,204
| +27,864% | +$2.99K | 0.01% | 259 |
|
|
2021
Q4 | $226K | Buy |
+1,587
| New | +$226K | 0.03% | 205 |
|
|
2020
Q4 | $425K | Buy |
+2,693
| New | +$425K | 0.07% | 143 |
|