Evoke Wealth’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 | $17.6M | Sell |
199,392
-49,947
| -20% | -$4.41M | 0.4% | 37 |
|
|
2025
Q1 | $22.7M | Sell |
249,339
-45,608
| -15% | -$4.15M | 0.59% | 34 |
|
|
2024
Q4 | $25.8M | Sell |
294,947
-16,618
| -5% | -$1.45M | 0.72% | 32 |
|
|
2024
Q3 | $30.6M | Buy |
+311,565
| New | +$30.6M | 0.83% | 29 |
|
|
2024
Q2 | – | Sell |
-339,613
| Closed | -$32.1M | – | 352 |
|
|
2024
Q1 | $32.1M | Buy |
+339,613
| New | +$32.1M | 0.95% | 27 |
|
|
2023
Q4 | – | Sell |
-16,217
| Closed | -$1.44M | – | 320 |
|
|
2023
Q3 | $1.44M | Buy |
16,217
+10,205
| +170% | +$905K | 0.05% | 142 |
|
|
2023
Q2 | $619K | Buy |
6,012
+5
| +0.1% | +$515 | 0.02% | 201 |
|
|
2023
Q1 | $639K | Sell |
6,007
-212
| -3% | -$22.6K | 0.02% | 190 |
|
|
2022
Q4 | $619K | Buy |
+6,219
| New | +$619K | 0.02% | 200 |
|
|
2021
Q1 | – | Sell |
-97
| Closed | -$15K | – | 1206 |
|
|
2020
Q4 | $15K | Hold |
97
| – | – | ﹤0.01% | 530 |
|
|
2020
Q3 | $16K | Hold |
97
| – | – | ﹤0.01% | 507 |
|
|
2020
Q2 | $16K | Buy |
+97
| New | +$16K | ﹤0.01% | 501 |
|