CIR
Clear Investment Research’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Buy |
11,072
+388
| +4% | +$34.2K | 1.23% | 22 |
|
|
2025
Q1 | $973K | Sell |
10,684
-326
| -3% | -$29.7K | 1.3% | 18 |
|
|
2024
Q4 | $962K | Buy |
11,010
+1,049
| +11% | +$91.6K | 1.24% | 19 |
|
|
2024
Q3 | $977K | Buy |
9,961
+9,501
| +2,065% | +$932K | 1.27% | 19 |
|
|
2024
Q2 | $43.5K | Hold |
460
| – | – | 0.06% | 104 |
|
|
2024
Q1 | $43.5K | Hold |
460
| – | – | 0.06% | 109 |
|
|
2023
Q4 | $45.5K | Hold |
460
| – | – | 0.06% | 111 |
|
|
2023
Q3 | $40.8K | Hold |
460
| – | – | 0.07% | 95 |
|
|
2023
Q2 | $47.4K | Hold |
460
| – | – | 0.08% | 91 |
|
|
2023
Q1 | $48.9K | Hold |
460
| – | – | 0.09% | 82 |
|
|
2022
Q4 | $46K | Hold |
460
| – | – | 0.09% | 81 |
|
|
2022
Q3 | $47K | Hold |
460
| – | – | 0.1% | 78 |
|
|
2022
Q2 | $53K | Hold |
460
| – | – | 0.12% | 77 |
|
|
2022
Q1 | $61K | Sell |
460
-1,670
| -78% | -$221K | 0.12% | 78 |
|
|
2021
Q4 | $316K | Sell |
2,130
-15
| -0.7% | -$2.23K | 0.48% | 37 |
|
|
2021
Q3 | $310K | Sell |
2,145
-65
| -3% | -$9.39K | 0.5% | 36 |
|
|
2021
Q2 | $319K | Buy |
2,210
+18
| +0.8% | +$2.6K | 0.53% | 34 |
|
|
2021
Q1 | $297K | Buy |
2,192
+241
| +12% | +$32.7K | 0.54% | 31 |
|
|
2020
Q4 | $308K | Buy |
1,951
+192
| +11% | +$30.3K | 0.56% | 31 |
|
|
2020
Q3 | $287K | Buy |
1,759
+5
| +0.3% | +$816 | 0.58% | 31 |
|
|
2020
Q2 | $288K | Buy |
1,754
+110
| +7% | +$18.1K | 0.62% | 30 |
|
|
2020
Q1 | $271K | Sell |
1,644
-483
| -23% | -$79.6K | 0.66% | 28 |
|
|
2019
Q4 | $288K | Buy |
2,127
+123
| +6% | +$16.7K | 0.59% | 30 |
|
|
2019
Q3 | $287K | Sell |
2,004
-135
| -6% | -$19.3K | 0.62% | 29 |
|
|
2019
Q2 | $284K | Sell |
2,139
-115
| -5% | -$15.3K | 0.47% | 31 |
|
|
2019
Q1 | $285K | Buy |
2,254
+98
| +5% | +$12.4K | 0.45% | 31 |
|
|
2018
Q4 | $262K | Sell |
2,156
-269
| -11% | -$32.7K | 0.42% | 32 |
|
|
2018
Q3 | $284K | Sell |
2,425
-33,757
| -93% | -$3.95M | 0.41% | 31 |
|
|
2018
Q2 | $4.41M | Hold |
36,182
| – | – | 2.89% | 14 |
|
|
2018
Q1 | $4.41M | Buy |
36,182
+1,487
| +4% | +$181K | 2.89% | 14 |
|
|
2017
Q4 | $4.4M | Buy |
34,695
+1,052
| +3% | +$133K | 2.91% | 14 |
|
|
2017
Q3 | $4.2M | Sell |
33,643
-4,545
| -12% | -$567K | 2.85% | 14 |
|
|
2017
Q2 | $4.78M | Sell |
38,188
-1,030
| -3% | -$129K | 3.64% | 13 |
|
|
2017
Q1 | $4.73M | Buy |
39,218
+2,502
| +7% | +$302K | 3.4% | 13 |
|
|
2016
Q4 | $4.37M | Buy |
36,716
+4,901
| +15% | +$584K | 3.37% | 13 |
|
|
2016
Q3 | $3.8M | Buy |
31,815
+4,490
| +16% | +$536K | 3.01% | 13 |
|
|
2016
Q2 | $3.8M | Sell |
27,325
-3,402
| -11% | -$472K | 3.97% | 10 |
|
|
2016
Q1 | $4.01M | Sell |
30,727
-2,086
| -6% | -$272K | 3.29% | 14 |
|
|
2015
Q4 | $3.96M | Buy |
32,813
+968
| +3% | +$117K | 3.37% | 13 |
|
|
2015
Q3 | $3.93M | Buy |
31,845
+1,967
| +7% | +$243K | 3.64% | 12 |
|
|
2015
Q2 | $3.51M | Buy |
29,878
+294
| +1% | +$34.5K | 3.12% | 13 |
|
|
2015
Q1 | $3.87M | Buy |
+29,584
| New | +$3.87M | 3.5% | 12 |
|