EPG Wealth 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 | $14.1K | Hold |
160
| – | – | ﹤0.01% | 260 |
|
|
2025
Q1 | $14.6K | Hold |
160
| – | – | ﹤0.01% | 342 |
|
|
2024
Q4 | $14K | Sell |
160
-19
| -11% | -$1.66K | ﹤0.01% | 359 |
|
|
2024
Q3 | $17.6K | Buy |
+179
| New | +$17.6K | ﹤0.01% | 351 |
|
|
2024
Q2 | – | Sell |
-386
| Closed | -$36.5K | – | 313 |
|
|
2024
Q1 | $36.5K | Buy |
386
+234
| +154% | +$22.1K | 0.01% | 329 |
|
|
2023
Q4 | $14K | Hold |
152
| – | – | ﹤0.01% | 359 |
|
|
2023
Q3 | $13.5K | Sell |
152
-2,995
| -95% | -$266K | ﹤0.01% | 354 |
|
|
2023
Q2 | $324K | Sell |
3,147
-677
| -18% | -$69.7K | 0.1% | 184 |
|
|
2023
Q1 | $407K | Buy |
+3,824
| New | +$407K | 0.13% | 157 |
|
|
2022
Q4 | – | Sell |
-419
| Closed | -$43K | – | 396 |
|
|
2022
Q3 | $43K | Buy |
+419
| New | +$43K | 0.02% | 264 |
|
|
2022
Q2 | – | Sell |
-442
| Closed | -$58K | – | 383 |
|
|
2022
Q1 | $58K | Buy |
442
+1
| +0.2% | +$131 | 0.02% | 285 |
|
|
2021
Q4 | $65K | Buy |
441
+3
| +0.7% | +$442 | 0.02% | 278 |
|
|
2021
Q3 | $63K | Buy |
+438
| New | +$63K | 0.03% | 262 |
|
|
2020
Q2 | – | Sell |
-896
| Closed | -$147K | – | 702 |
|
|
2020
Q1 | $147K | Buy |
896
+798
| +814% | +$131K | 0.11% | 146 |
|
|
2019
Q4 | $13K | Buy |
+98
| New | +$13K | 0.01% | 400 |
|