Clay Northam 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 | $3.33M | Sell |
37,736
-784
| -2% | -$69.2K | 2.13% | 14 |
|
|
2025
Q1 | $3.51M | Buy |
38,520
+100
| +0.3% | +$9.1K | 2.45% | 11 |
|
|
2024
Q4 | $3.36M | Buy |
38,420
+29,780
| +345% | +$2.6M | 2.17% | 14 |
|
|
2024
Q3 | $848K | Buy |
8,640
+250
| +3% | +$24.5K | 0.58% | 28 |
|
|
2024
Q2 | $770K | Buy |
8,390
+1,772
| +27% | +$163K | 0.58% | 28 |
|
|
2024
Q1 | $626K | Buy |
6,618
+600
| +10% | +$56.8K | 0.5% | 32 |
|
|
2023
Q4 | $595K | Buy |
+6,018
| New | +$595K | 0.53% | 31 |
|