Clare Market Investments’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
$144K Buy
+1,631
New +$144K 0.03% 141
2024
Q4
Sell
-3,984
Closed -$391K 167
2024
Q3
$391K Sell
3,984
-4,745
-54% -$465K 0.1% 109
2024
Q2
$801K Sell
8,729
-5,455
-38% -$501K 0.22% 58
2024
Q1
$1.34M Buy
14,184
+3,562
+34% +$337K 0.41% 37
2023
Q4
$1.05M Buy
+10,622
New +$1.05M 0.36% 37
2021
Q3
Sell
-2,100
Closed -$303K 151
2021
Q2
$303K Buy
+2,100
New +$303K 0.1% 108