Congress Wealth Management’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 | $390K | Buy |
4,421
+283
| +7% | +$25K | ﹤0.01% | 999 |
|
|
2025
Q1 | $376K | Buy |
+4,138
| New | +$376K | ﹤0.01% | 892 |
|
|
2024
Q3 | – | Sell |
-2,391
| Closed | -$219K | – | 870 |
|
|
2024
Q2 | $219K | Sell |
2,391
-236
| -9% | -$21.7K | ﹤0.01% | 682 |
|
|
2024
Q1 | $249K | Sell |
2,627
-637
| -20% | -$60.3K | ﹤0.01% | 539 |
|
|
2023
Q4 | $323K | Buy |
+3,264
| New | +$323K | 0.01% | 519 |
|
|
2023
Q3 | – | Sell |
-2,043
| Closed | -$210K | – | 624 |
|
|
2023
Q2 | $210K | Sell |
2,043
-1,454
| -42% | -$150K | ﹤0.01% | 535 |
|
|
2023
Q1 | $372K | Sell |
3,497
-1,008
| -22% | -$107K | 0.01% | 454 |
|
|
2022
Q4 | $449K | Sell |
4,505
-411,842
| -99% | -$41M | 0.01% | 421 |
|
|
2022
Q3 | $42.7M | Buy |
416,347
+29,607
| +8% | +$3.03M | 1.15% | 15 |
|
|
2022
Q2 | $44.4M | Sell |
386,740
-65,473
| -14% | -$7.52M | 1.13% | 17 |
|
|
2022
Q1 | $59.7M | Sell |
452,213
-6,843
| -1% | -$904K | 1.31% | 16 |
|
|
2021
Q4 | $68M | Buy |
+459,056
| New | +$68M | 1.35% | 10 |
|