Envestnet Portfolio Solutions’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 | $43.6M | Sell |
494,047
-413,069
| -46% | -$36.5M | 0.16% | 74 |
|
|
2025
Q1 | $82.6M | Sell |
907,116
-1,323,255
| -59% | -$120M | 0.32% | 55 |
|
|
2024
Q4 | $195M | Buy |
2,230,371
+592,846
| +36% | +$51.8M | 0.64% | 33 |
|
|
2024
Q3 | $161M | Sell |
1,637,525
-250,605
| -13% | -$24.6M | 0.52% | 42 |
|
|
2024
Q2 | $173M | Buy |
1,888,130
+110,265
| +6% | +$10.1M | 0.6% | 32 |
|
|
2024
Q1 | $168M | Sell |
1,777,865
-193,913
| -10% | -$18.3M | 0.63% | 33 |
|
|
2023
Q4 | $195M | Buy |
1,971,778
+135,218
| +7% | +$13.4M | 0.81% | 27 |
|
|
2023
Q3 | $163M | Buy |
+1,836,560
| New | +$163M | 0.77% | 27 |
|