Choate Investment Advisors’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 | $45.2K | Buy |
+513
| New | +$45.2K | ﹤0.01% | 442 |
|
|
2023
Q4 | – | Sell |
-44
| Closed | -$3.9K | – | 457 |
|
|
2023
Q3 | $3.9K | Hold |
44
| – | – | ﹤0.01% | 430 |
|
|
2023
Q2 | $4.53K | Sell |
44
-5,421
| -99% | -$558K | ﹤0.01% | 346 |
|
|
2023
Q1 | $581K | Hold |
5,465
| – | – | 0.03% | 172 |
|
|
2022
Q4 | $544K | Buy |
+5,465
| New | +$544K | 0.03% | 175 |
|
|
2021
Q2 | – | Sell |
-2,700
| Closed | -$366K | – | 370 |
|
|
2021
Q1 | $366K | Hold |
2,700
| – | – | 0.02% | 200 |
|
|
2020
Q4 | $426K | Hold |
2,700
| – | – | 0.03% | 181 |
|
|
2020
Q3 | $441K | Hold |
2,700
| – | – | 0.03% | 168 |
|
|
2020
Q2 | $443K | Hold |
2,700
| – | – | 0.03% | 161 |
|
|
2020
Q1 | $445K | Buy |
+2,700
| New | +$445K | 0.04% | 157 |
|