Dakota Wealth 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 | $11.8M | Buy |
133,239
+35,894
| +37% | +$3.17M | 0.25% | 84 |
|
|
2025
Q1 | $8.86M | Buy |
+97,345
| New | +$8.86M | 0.21% | 100 |
|
|
2024
Q2 | – | Sell |
-2,370
| Closed | -$224K | – | 747 |
|
|
2024
Q1 | $224K | Sell |
2,370
-282
| -11% | -$26.7K | 0.01% | 643 |
|
|
2023
Q4 | $262K | Sell |
2,652
-1,578
| -37% | -$156K | 0.01% | 545 |
|
|
2023
Q3 | $375K | Sell |
4,230
-44,659
| -91% | -$3.96M | 0.02% | 461 |
|
|
2023
Q2 | $5.03M | Buy |
+48,889
| New | +$5.03M | 0.24% | 103 |
|
|
2022
Q4 | – | Sell |
-3,561
| Closed | -$365K | – | 624 |
|
|
2022
Q3 | $365K | Sell |
3,561
-25,332
| -88% | -$2.6M | 0.03% | 394 |
|
|
2022
Q2 | $3.32M | Buy |
28,893
+24,485
| +555% | +$2.81M | 0.31% | 94 |
|
|
2022
Q1 | $582K | Buy |
4,408
+1,358
| +45% | +$179K | 0.05% | 262 |
|
|
2021
Q4 | $452K | Sell |
3,050
-90
| -3% | -$13.3K | 0.05% | 250 |
|
|
2021
Q3 | $453K | Buy |
+3,140
| New | +$453K | 0.05% | 239 |
|
|
2020
Q1 | – | Sell |
-1,574
| Closed | -$213K | – | 317 |
|
|
2019
Q4 | $213K | Buy |
1,574
+58
| +4% | +$7.85K | 0.03% | 278 |
|
|
2019
Q3 | $217K | Buy |
+1,516
| New | +$217K | 0.04% | 273 |
|