Crewe Advisors’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
Q1 | – | Sell |
-45
| Closed | -$3.93K | – | 752 |
|
|
2024
Q4 | $3.93K | Sell |
45
-729
| -94% | -$63.7K | ﹤0.01% | 494 |
|
|
2024
Q3 | $75.9K | Buy |
774
+37
| +5% | +$3.63K | 0.01% | 255 |
|
|
2024
Q2 | $67.6K | Buy |
737
+135
| +22% | +$12.4K | 0.01% | 318 |
|
|
2024
Q1 | $57K | Sell |
602
-56
| -9% | -$5.3K | 0.01% | 351 |
|
|
2023
Q4 | $65.1K | Buy |
+658
| New | +$65.1K | 0.01% | 118 |
|
|
2023
Q1 | – | Sell |
-6
| Closed | -$597 | – | 1023 |
|
|
2022
Q4 | $597 | Buy |
+6
| New | +$597 | ﹤0.01% | 965 |
|