Consolidated Planning Corp’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$229K Sell
2025
Q1
$257K Sell
2024
Q4
$336K Sell
2024
Q3
$401K Buy
2024
Q2
$370K Sell
2024
Q1
$35.1M Buy
2023
Q4
$34.6M Buy
2023
Q3
$2.19M Buy
2023
Q2
$2.22M Buy
2023
Q1
$304K Buy
2022
Q4
Sell
2022
Q3
$10.3M Buy
2022
Q2
$11.5M Buy
2021
Q4
Sell
2021
Q3
$9K Buy
2021
Q2
Sell
2021
Q1
$19.8M Buy
2020
Q4
$13.6M Sell
2020
Q3
$23.7M Buy