Commonwealth Financial Services’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 | $6.81M | Buy |
+77,116
| New | +$6.81M | 1.31% | 27 |
|
|
2025
Q1 | – | Sell |
-8,558
| Closed | -$747K | – | 208 |
|
|
2024
Q4 | $747K | Buy |
8,558
+2,796
| +49% | +$244K | 0.15% | 80 |
|
|
2024
Q3 | $567K | Sell |
5,762
-139,102
| -96% | -$13.7M | 0.11% | 95 |
|
|
2024
Q2 | $13.4M | Buy |
144,864
+23,347
| +19% | +$2.17M | 2.76% | 9 |
|
|
2024
Q1 | $12M | Sell |
121,517
-485
| -0.4% | -$48K | 2.83% | 9 |
|
|
2023
Q4 | $12.1M | Sell |
122,002
-7,688
| -6% | -$760K | 2.84% | 9 |
|
|
2023
Q3 | $11.5M | Buy |
+129,690
| New | +$11.5M | 3.42% | 5 |
|