Dynasty 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 | $92.9M | Buy |
1,053,007
+16,664
| +2% | +$1.47M | 1.58% | 19 |
|
|
2025
Q1 | $94.3M | Buy |
1,036,343
+131,089
| +14% | +$11.9M | 1.57% | 19 |
|
|
2024
Q4 | $79.1M | Buy |
905,254
+304,416
| +51% | +$26.6M | 1.36% | 22 |
|
|
2024
Q3 | $58.9M | Sell |
600,838
-8,125
| -1% | -$797K | 1.78% | 13 |
|
|
2024
Q2 | $55.9M | Buy |
608,963
+140,286
| +30% | +$12.9M | 1.65% | 15 |
|
|
2024
Q1 | $44.3M | Buy |
+468,677
| New | +$44.3M | 1.41% | 19 |
|