FAS Wealth Partners’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 | $123K | Buy |
1,389
+614
| +79% | +$54.2K | 0.01% | 323 |
|
|
2025
Q1 | $70.6K | Sell |
775
-21
| -3% | -$1.91K | 0.01% | 326 |
|
|
2024
Q4 | $69.5K | Buy |
796
+26
| +3% | +$2.27K | 0.01% | 330 |
|
|
2024
Q3 | $75.6K | Buy |
770
+21
| +3% | +$2.06K | 0.01% | 335 |
|
|
2024
Q2 | $68.7K | Buy |
749
+166
| +28% | +$15.2K | 0.01% | 324 |
|
|
2024
Q1 | $55.2K | Buy |
583
+466
| +398% | +$44.1K | ﹤0.01% | 343 |
|
|
2023
Q4 | $11.6K | Buy |
+117
| New | +$11.6K | ﹤0.01% | 393 |
|
|
2023
Q3 | – | Sell |
-64
| Closed | -$6.59K | – | 433 |
|
|
2023
Q2 | $6.59K | Sell |
64
-123
| -66% | -$12.7K | ﹤0.01% | 373 |
|
|
2023
Q1 | $19.9K | Sell |
187
-133
| -42% | -$14.2K | ﹤0.01% | 374 |
|
|
2022
Q4 | $31.9K | Sell |
320
-1,184
| -79% | -$118K | ﹤0.01% | 345 |
|
|
2022
Q3 | $154K | Buy |
+1,504
| New | +$154K | 0.02% | 278 |
|
|
2020
Q3 | – | Sell |
-336
| Closed | -$55K | – | 331 |
|
|
2020
Q2 | $55K | Buy |
+336
| New | +$55K | 0.01% | 257 |
|