Cooper Financial Group’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 | $310K | Sell |
3,509
-2,965
| -46% | -$262K | 0.04% | 294 |
|
|
2025
Q1 | $589K | Sell |
6,474
-43,824
| -87% | -$3.99M | 0.08% | 215 |
|
|
2024
Q4 | $4.39M | Buy |
50,298
+2,851
| +6% | +$249K | 0.53% | 35 |
|
|
2024
Q3 | $4.65M | Buy |
47,447
+3,452
| +8% | +$339K | 0.6% | 30 |
|
|
2024
Q2 | $4.04M | Buy |
43,995
+7,057
| +19% | +$648K | 0.59% | 29 |
|
|
2024
Q1 | $3.5M | Buy |
36,938
+71
| +0.2% | +$6.72K | 0.57% | 27 |
|
|
2023
Q4 | $3.65M | Sell |
36,867
-1,585
| -4% | -$157K | 0.66% | 28 |
|
|
2023
Q3 | $3.41M | Buy |
38,452
+27,767
| +260% | +$2.46M | 0.82% | 24 |
|
|
2023
Q2 | $1.1M | Buy |
+10,685
| New | +$1.1M | 0.27% | 85 |
|
|
2020
Q4 | – | Sell |
-4,397
| Closed | -$718K | – | 304 |
|
|
2020
Q3 | $718K | Buy |
4,397
+2,265
| +106% | +$370K | 0.21% | 67 |
|
|
2020
Q2 | $349K | Buy |
+2,132
| New | +$349K | 0.11% | 129 |
|