Crew Capital 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
$287K Buy
3,257
+872
+37% +$77K 0.21% 95
2025
Q1
$217K Sell
2,385
-360
-13% -$32.8K 0.18% 141
2024
Q4
$240K Sell
2,745
-61,789
-96% -$5.4M 0.2% 127
2024
Q3
$6.33M Buy
+64,534
New +$6.33M 5.06% 3
2022
Q4
Sell
-9,701
Closed -$994K 95
2022
Q3
$994K Sell
9,701
-464
-5% -$47.5K 1.35% 20
2022
Q2
$1.17M Sell
10,165
-33
-0.3% -$3.79K 1.47% 19
2022
Q1
$1.35M Sell
10,198
-19
-0.2% -$2.51K 1.3% 22
2021
Q4
$1.51M Sell
10,217
-265
-3% -$39.3K 1.28% 25
2021
Q3
$1.51M Sell
10,482
-100
-0.9% -$14.4K 1.41% 22
2021
Q2
$1.53M Sell
10,582
-250
-2% -$36.1K 1.43% 22
2021
Q1
$1.47M Buy
+10,832
New +$1.47M 1.46% 21