Ehrlich Financial Group’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 | $1.04M | Sell |
11,781
-2,221
| -16% | -$196K | 0.67% | 42 |
|
|
2025
Q1 | $1.27M | Sell |
14,002
-24,546
| -64% | -$2.23M | 0.93% | 35 |
|
|
2024
Q4 | $3.37M | Buy |
38,548
+11,019
| +40% | +$962K | 2.39% | 11 |
|
|
2024
Q3 | $2.7M | Buy |
27,529
+1,507
| +6% | +$148K | 1.93% | 17 |
|
|
2024
Q2 | $2.39M | Buy |
26,022
+709
| +3% | +$65.1K | 1.89% | 15 |
|
|
2024
Q1 | $2.4M | Buy |
25,313
+18,623
| +278% | +$1.76M | 2.02% | 15 |
|
|
2023
Q4 | $661K | Buy |
+6,690
| New | +$661K | 0.66% | 40 |
|