Consolidated Portfolio Review Corp’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 | $620K | Buy |
7,028
+847
| +14% | +$74.7K | 0.09% | 223 |
|
|
2025
Q1 | $563K | Sell |
6,181
-2,883
| -32% | -$262K | 0.09% | 211 |
|
|
2024
Q4 | $792K | Buy |
9,064
+418
| +5% | +$36.5K | 0.13% | 180 |
|
|
2024
Q3 | $848K | Sell |
8,646
-756
| -8% | -$74.2K | 0.19% | 138 |
|
|
2024
Q2 | $863K | Buy |
9,402
+3,433
| +58% | +$315K | 0.2% | 129 |
|
|
2024
Q1 | $565K | Sell |
5,969
-461
| -7% | -$43.6K | 0.15% | 147 |
|
|
2023
Q4 | $636K | Buy |
6,430
+52
| +0.8% | +$5.14K | 0.15% | 151 |
|
|
2023
Q3 | $566K | Sell |
6,378
-2,099
| -25% | -$186K | 0.14% | 163 |
|
|
2023
Q2 | $873K | Buy |
+8,477
| New | +$873K | 0.21% | 119 |
|