Client 1st Advisory Group’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 | $205K | Sell |
2,321
-13,282
| -85% | -$1.17M | 0.07% | 125 |
|
|
2025
Q1 | $1.42M | Sell |
15,603
-885
| -5% | -$80.6K | 0.55% | 25 |
|
|
2024
Q4 | $1.44M | Buy |
16,488
+2,656
| +19% | +$232K | 0.55% | 25 |
|
|
2024
Q3 | $1.36M | Buy |
13,832
+2,561
| +23% | +$251K | 0.54% | 28 |
|
|
2024
Q2 | $1.03M | Buy |
11,271
+2,094
| +23% | +$192K | 0.45% | 34 |
|
|
2024
Q1 | $868K | Buy |
9,177
+3,012
| +49% | +$285K | 0.39% | 35 |
|
|
2023
Q4 | $610K | Sell |
6,165
-97
| -2% | -$9.59K | 0.3% | 45 |
|
|
2023
Q3 | $555K | Buy |
+6,262
| New | +$555K | 0.29% | 47 |
|