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