EAM
Empirical Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Buy |
5,737
+117
| +2% | +$10.3K | 0.16% | 203 |
|
|
2025
Q1 | $512K | Sell |
5,620
-876
| -13% | -$79.7K | 0.17% | 179 |
|
|
2024
Q4 | $567K | Buy |
6,496
+276
| +4% | +$24.1K | 0.19% | 151 |
|
|
2024
Q3 | $610K | Buy |
6,220
+152
| +3% | +$14.9K | 0.22% | 139 |
|
|
2024
Q2 | $557K | Buy |
6,068
+940
| +18% | +$86.3K | 0.21% | 138 |
|
|
2024
Q1 | $485K | Buy |
5,128
+1,063
| +26% | +$101K | 0.23% | 113 |
|
|
2023
Q4 | $402K | Buy |
4,065
+74
| +2% | +$7.32K | 0.33% | 110 |
|
|
2023
Q3 | $354K | Buy |
3,991
+964
| +32% | +$85.5K | 0.31% | 112 |
|
|
2023
Q2 | $312K | Buy |
3,027
+21
| +0.7% | +$2.16K | 0.28% | 113 |
|
|
2023
Q1 | $320K | Buy |
3,006
+6
| +0.2% | +$638 | 0.31% | 103 |
|
|
2022
Q4 | $299K | Buy |
3,000
+5
| +0.2% | +$498 | 0.31% | 118 |
|
|
2022
Q3 | $307K | Buy |
2,995
+38
| +1% | +$3.9K | 0.33% | 110 |
|
|
2022
Q2 | $340K | Sell |
2,957
-83
| -3% | -$9.54K | 0.36% | 106 |
|
|
2022
Q1 | $402K | Sell |
3,040
-207
| -6% | -$27.4K | 0.38% | 95 |
|
|
2021
Q4 | $481K | Buy |
+3,247
| New | +$481K | 0.46% | 79 |
|