Cyndeo Wealth Partners’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 | $336K | Sell |
3,810
-11,332
| -75% | -$1M | 0.02% | 365 |
|
|
2025
Q1 | $1.38M | Buy |
15,142
+1,441
| +11% | +$131K | 0.09% | 186 |
|
|
2024
Q4 | $1.2M | Sell |
13,701
-866
| -6% | -$75.6K | 0.08% | 199 |
|
|
2024
Q3 | $1.43M | Sell |
14,567
-1,643
| -10% | -$161K | 0.1% | 182 |
|
|
2024
Q2 | $1.49M | Buy |
16,210
+1,340
| +9% | +$123K | 0.12% | 182 |
|
|
2024
Q1 | $1.41M | Buy |
14,870
+4,536
| +44% | +$429K | 0.12% | 175 |
|
|
2023
Q4 | $1.02M | Buy |
10,334
+7,755
| +301% | +$767K | 0.09% | 185 |
|
|
2023
Q3 | $229K | Buy |
+2,579
| New | +$229K | 0.02% | 309 |
|