Eley Financial 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 | $4.62M | Sell |
52,307
-865
| -2% | -$76.3K | 1.77% | 19 |
|
2025
Q1 | $4.86M | Sell |
53,172
-431
| -0.8% | -$39.4K | 1.95% | 15 |
|
2024
Q4 | $4.68M | Buy |
53,603
+1,271
| +2% | +$111K | 1.82% | 18 |
|
2024
Q3 | $5.13M | Buy |
52,332
+1,036
| +2% | +$102K | 2.07% | 13 |
|
2024
Q2 | $4.71M | Buy |
51,296
+2,278
| +5% | +$209K | 2% | 14 |
|
2024
Q1 | $4.64M | Sell |
49,018
-163
| -0.3% | -$15.4K | 2% | 17 |
|
2023
Q4 | $4.86M | Buy |
+49,181
| New | +$4.86M | 2.28% | 12 |
|