Fiduciary Alliance’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 | $419K | Sell |
4,751
-263
| -5% | -$23.2K | 0.03% | 343 |
|
|
2025
Q1 | $456K | Buy |
5,014
+1,672
| +50% | +$152K | 0.04% | 268 |
|
|
2024
Q4 | $292K | Buy |
+3,342
| New | +$292K | 0.03% | 291 |
|
|
2023
Q3 | – | Sell |
-1,109
| Closed | -$114K | – | 871 |
|
|
2023
Q2 | $114K | Buy |
+1,109
| New | +$114K | 0.02% | 198 |
|
|
2023
Q1 | – | Sell |
-675
| Closed | -$67.2K | – | 801 |
|
|
2022
Q4 | $67.2K | Buy |
+675
| New | +$67.2K | 0.02% | 202 |
|