Financial Counselors Inc’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 | – | Sell |
-6,822
| Closed | -$621K | – | 477 |
|
|
2025
Q1 | $621K | Buy |
6,822
+1,242
| +22% | +$113K | 0.01% | 386 |
|
|
2024
Q4 | $487K | Sell |
5,580
-409
| -7% | -$35.7K | 0.01% | 414 |
|
|
2024
Q3 | $588K | Sell |
5,989
-1,609
| -21% | -$158K | 0.01% | 406 |
|
|
2024
Q2 | $697K | Buy |
7,598
+269
| +4% | +$24.7K | 0.01% | 360 |
|
|
2024
Q1 | $693K | Buy |
7,329
+5,213
| +246% | +$493K | 0.01% | 368 |
|
|
2023
Q4 | $209K | Buy |
+2,116
| New | +$209K | ﹤0.01% | 544 |
|