Concord Wealth Partners’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 | – | Sell |
-20
| Closed | -$1.82K | – | 899 |
|
|
2025
Q1 | $1.82K | Sell |
20
-52
| -72% | -$4.74K | ﹤0.01% | 684 |
|
|
2024
Q4 | $6.29K | Buy |
72
+52
| +260% | +$4.54K | ﹤0.01% | 575 |
|
|
2024
Q3 | $1.96K | Sell |
20
-2
| -9% | -$196 | ﹤0.01% | 746 |
|
|
2024
Q2 | $2.02K | Sell |
22
-14
| -39% | -$1.29K | ﹤0.01% | 666 |
|
|
2024
Q1 | $3.41K | Buy |
36
+14
| +64% | +$1.33K | ﹤0.01% | 697 |
|
|
2023
Q4 | $2.18K | Sell |
22
-21
| -49% | -$2.08K | ﹤0.01% | 708 |
|
|
2023
Q3 | $3.81K | Hold |
43
| – | – | ﹤0.01% | 764 |
|
|
2023
Q2 | $4.43K | Hold |
43
| – | – | ﹤0.01% | 728 |
|
|
2023
Q1 | $4.57K | Hold |
43
| – | – | ﹤0.01% | 686 |
|
|
2022
Q4 | $4.28K | Buy |
+43
| New | +$4.28K | ﹤0.01% | 797 |
|
|
2022
Q3 | – | Sell |
-144
| Closed | -$17K | – | 1056 |
|
|
2022
Q2 | $17K | Hold |
144
| – | – | ﹤0.01% | 582 |
|
|
2022
Q1 | $19K | Sell |
144
-9
| -6% | -$1.19K | ﹤0.01% | 642 |
|
|
2021
Q4 | $23K | Buy |
153
+110
| +256% | +$16.5K | 0.01% | 620 |
|
|
2021
Q3 | $6K | Sell |
43
-50
| -54% | -$6.98K | ﹤0.01% | 561 |
|
|
2021
Q2 | $13K | Hold |
93
| – | – | ﹤0.01% | 581 |
|
|
2021
Q1 | $13K | Buy |
93
+52
| +127% | +$7.27K | ﹤0.01% | 547 |
|
|
2020
Q4 | $6K | Buy |
+41
| New | +$6K | ﹤0.01% | 402 |
|