Copperleaf Capital’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 | $231K | Sell |
2,619
-335
| -11% | -$29.6K | 0.12% | 102 |
|
|
2025
Q1 | $269K | Sell |
2,954
-5,330
| -64% | -$485K | 0.16% | 91 |
|
|
2024
Q4 | $723K | Sell |
8,284
-1,752
| -17% | -$153K | 0.46% | 57 |
|
|
2024
Q3 | $984K | Buy |
10,036
+331
| +3% | +$32.5K | 0.75% | 38 |
|
|
2024
Q2 | $891K | Sell |
9,705
-681
| -7% | -$62.5K | 0.71% | 42 |
|
|
2024
Q1 | $983K | Sell |
10,386
-1,773
| -15% | -$168K | 0.85% | 35 |
|
|
2023
Q4 | $1.2M | Buy |
12,159
+141
| +1% | +$13.9K | 1.22% | 26 |
|
|
2023
Q3 | $1.07M | Buy |
+12,018
| New | +$1.07M | 1.15% | 29 |
|
|
2020
Q4 | – | Sell |
-10,032
| Closed | -$1.64M | – | 62 |
|
|
2020
Q3 | $1.64M | Sell |
10,032
-743
| -7% | -$121K | 1.58% | 23 |
|
|
2020
Q2 | $1.77M | Sell |
10,775
-744
| -6% | -$122K | 1.83% | 18 |
|
|
2020
Q1 | $1.9M | Buy |
11,519
+6,002
| +109% | +$990K | 2.28% | 14 |
|
|
2019
Q4 | $747K | Buy |
+5,517
| New | +$747K | 0.76% | 36 |
|