Clear Creek Financial 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 | $1.92M | Sell |
21,784
-4,980
| -19% | -$439K | 0.18% | 125 |
|
|
2025
Q1 | $2.44M | Sell |
26,764
-9,424
| -26% | -$858K | 0.25% | 87 |
|
|
2024
Q4 | $3.16M | Sell |
36,188
-6,051
| -14% | -$528K | 0.34% | 62 |
|
|
2024
Q3 | $4.14M | Buy |
42,239
+22,969
| +119% | +$2.25M | 0.47% | 46 |
|
|
2024
Q2 | $1.77M | Sell |
19,270
-14,964
| -44% | -$1.37M | 0.21% | 96 |
|
|
2024
Q1 | $3.24M | Buy |
34,234
+919
| +3% | +$87K | 0.41% | 53 |
|
|
2023
Q4 | $3.29M | Buy |
33,315
+28,860
| +648% | +$2.85M | 0.52% | 36 |
|
|
2023
Q3 | $396K | Buy |
4,455
+961
| +28% | +$85.4K | 0.07% | 200 |
|
|
2023
Q2 | $360K | Sell |
3,494
-893
| -20% | -$91.9K | 0.06% | 218 |
|
|
2023
Q1 | $467K | Buy |
4,387
+625
| +17% | +$66.5K | 0.09% | 164 |
|
|
2022
Q4 | $375K | Sell |
3,762
-22,807
| -86% | -$2.27M | 0.08% | 183 |
|
|
2022
Q3 | $2.72M | Buy |
26,569
+22,887
| +622% | +$2.34M | 0.6% | 39 |
|
|
2022
Q2 | $423K | Sell |
3,682
-189
| -5% | -$21.7K | 0.09% | 168 |
|
|
2022
Q1 | $511K | Sell |
3,871
-1,003
| -21% | -$132K | 0.08% | 187 |
|
|
2021
Q4 | $722K | Sell |
4,874
-612
| -11% | -$90.7K | 0.11% | 153 |
|
|
2021
Q3 | $792K | Sell |
5,486
-28
| -0.5% | -$4.04K | 0.13% | 151 |
|
|
2021
Q2 | $796K | Buy |
+5,514
| New | +$796K | 0.12% | 143 |
|
|
2021
Q1 | – | Sell |
-8,148
| Closed | -$1.29M | – | 237 |
|
|
2020
Q4 | $1.29M | Buy |
+8,148
| New | +$1.29M | 0.25% | 90 |
|
|
2020
Q3 | – | Sell |
-9,824
| Closed | -$1.61M | – | 249 |
|
|
2020
Q2 | $1.61M | Buy |
9,824
+133
| +1% | +$21.8K | 0.42% | 41 |
|
|
2020
Q1 | $1.64M | Buy |
9,691
+6,596
| +213% | +$1.12M | 0.62% | 31 |
|
|
2019
Q4 | $432K | Buy |
+3,095
| New | +$432K | 0.17% | 76 |
|