Estate Counselors’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 | $568K | Buy |
+6,440
| New | +$568K | 0.06% | 67 |
|
|
2025
Q1 | – | Sell |
-12,120
| Closed | -$1.06M | – | 120 |
|
|
2024
Q4 | $1.06M | Sell |
12,120
-145,164
| -92% | -$12.7M | 0.11% | 75 |
|
|
2024
Q3 | $15.4M | Buy |
+157,284
| New | +$15.4M | 1.6% | 7 |
|
|
2024
Q2 | – | Sell |
-5,275
| Closed | -$499K | – | 125 |
|
|
2024
Q1 | $499K | Buy |
+5,275
| New | +$499K | 0.06% | 97 |
|
|
2022
Q1 | – | Sell |
-73,190
| Closed | -$10.8M | – | 175 |
|
|
2021
Q4 | $10.8M | Sell |
73,190
-77,590
| -51% | -$11.5M | 1.32% | 24 |
|
|
2021
Q3 | $21.8M | Buy |
+150,780
| New | +$21.8M | 2.72% | 6 |
|
|
2019
Q4 | – | Sell |
-16,870
| Closed | -$2.41M | – | 78 |
|
|
2019
Q3 | $2.41M | Buy |
16,870
+10,100
| +149% | +$1.45M | 0.37% | 55 |
|
|
2019
Q2 | $899K | Buy |
+6,770
| New | +$899K | 0.14% | 59 |
|