Coastwise Capital 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 | $415K | Buy |
4,698
+540
| +13% | +$47.7K | 0.33% | 71 |
|
|
2025
Q1 | $379K | Buy |
4,158
+621
| +18% | +$56.5K | 0.32% | 74 |
|
|
2024
Q4 | $309K | Buy |
3,537
+46
| +1% | +$4.02K | 0.25% | 93 |
|
|
2024
Q3 | $342K | Buy |
3,491
+187
| +6% | +$18.3K | 0.28% | 89 |
|
|
2024
Q2 | $303K | Buy |
3,304
+30
| +0.9% | +$2.75K | 0.29% | 87 |
|
|
2024
Q1 | $310K | Buy |
3,274
+19
| +0.6% | +$1.8K | 0.29% | 86 |
|
|
2023
Q4 | $322K | Buy |
3,255
+635
| +24% | +$62.8K | 0.33% | 81 |
|
|
2023
Q3 | $232K | Buy |
+2,620
| New | +$232K | 0.27% | 99 |
|