Detalus 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
Q2 | $750K | Sell |
8,504
-2,391
| -22% | -$211K | 0.22% | 63 |
|
|
2025
Q1 | $992K | Sell |
10,895
-5,606
| -34% | -$510K | 0.31% | 47 |
|
|
2024
Q4 | $1.44M | Buy |
16,501
+2,160
| +15% | +$189K | 0.47% | 34 |
|
|
2024
Q3 | $1.41M | Sell |
14,341
-725
| -5% | -$71.1K | 0.47% | 32 |
|
|
2024
Q2 | $1.38M | Sell |
15,066
-3,123
| -17% | -$287K | 0.47% | 35 |
|
|
2024
Q1 | $1.72M | Buy |
18,189
+3,690
| +25% | +$349K | 0.61% | 33 |
|
|
2023
Q4 | $1.43M | Buy |
14,499
+9,905
| +216% | +$979K | 0.57% | 33 |
|
|
2023
Q3 | $407K | Sell |
4,594
-5,204
| -53% | -$462K | 0.19% | 83 |
|
|
2023
Q2 | $1.01M | Sell |
9,798
-979
| -9% | -$101K | 0.45% | 41 |
|
|
2023
Q1 | $1.15M | Buy |
+10,777
| New | +$1.15M | 0.55% | 35 |
|