Dudley 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
Q1 | – | Sell |
-7,992
| Closed | -$698K | – | 133 |
|
|
2024
Q4 | $698K | Sell |
7,992
-4,385
| -35% | -$383K | 0.35% | 64 |
|
|
2024
Q3 | $1.21M | Sell |
12,377
-1,230
| -9% | -$121K | 0.63% | 45 |
|
|
2024
Q2 | $1.25M | Sell |
13,607
-1,434
| -10% | -$132K | 0.69% | 38 |
|
|
2024
Q1 | $1.39M | Sell |
15,041
-397
| -3% | -$36.7K | 0.81% | 37 |
|
|
2023
Q4 | $1.53M | Buy |
15,438
+66
| +0.4% | +$6.53K | 0.97% | 31 |
|
|
2023
Q3 | $1.36M | Buy |
15,372
+15
| +0.1% | +$1.33K | 0.96% | 31 |
|
|
2023
Q2 | $1.58M | Buy |
15,357
+49
| +0.3% | +$5.04K | 1.06% | 29 |
|
|
2023
Q1 | $1.63M | Buy |
+15,308
| New | +$1.63M | 1.11% | 26 |
|