FFG Retirement Advisors’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 | $451K | Sell |
5,108
-1,000
| -16% | -$88.3K | 0.28% | 43 |
|
|
2025
Q1 | $556K | Sell |
6,108
-34,760
| -85% | -$3.16M | 0.38% | 37 |
|
|
2024
Q4 | $3.57M | Sell |
40,868
-803
| -2% | -$70.1K | 2.33% | 17 |
|
|
2024
Q3 | $4.09M | Buy |
41,671
+9,315
| +29% | +$914K | 2.66% | 14 |
|
|
2024
Q2 | $2.97M | Sell |
32,356
-4,044
| -11% | -$371K | 2.07% | 16 |
|
|
2024
Q1 | $3.44M | Buy |
36,400
+3,487
| +11% | +$330K | 2.43% | 14 |
|
|
2023
Q4 | $3.25M | Sell |
32,913
-2,378
| -7% | -$235K | 2.51% | 15 |
|
|
2023
Q3 | $3.13M | Buy |
+35,291
| New | +$3.13M | 2.6% | 15 |
|