Financial Engines 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 | $4.43M | Buy |
50,210
+32,807
| +189% | +$2.9M | 0.01% | 156 |
|
|
2025
Q1 | $1.58M | Sell |
17,403
-1,213
| -7% | -$110K | ﹤0.01% | 210 |
|
|
2024
Q4 | $1.63M | Sell |
18,616
-2,444
| -12% | -$213K | ﹤0.01% | 216 |
|
|
2024
Q3 | $2.07M | Buy |
21,060
+3,213
| +18% | +$315K | ﹤0.01% | 182 |
|
|
2024
Q2 | $1.64M | Sell |
17,847
-6,163
| -26% | -$566K | ﹤0.01% | 184 |
|
|
2024
Q1 | $2.27M | Sell |
24,010
-52,020
| -68% | -$4.92M | 0.01% | 156 |
|
|
2023
Q4 | $7.52M | Buy |
76,030
+72,448
| +2,023% | +$7.16M | 0.02% | 85 |
|
|
2023
Q3 | $318K | Sell |
3,582
-30,559
| -90% | -$2.71M | ﹤0.01% | 238 |
|
|
2023
Q2 | $3.51M | Buy |
34,141
+605
| +2% | +$62.3K | 0.01% | 104 |
|
|
2023
Q1 | $3.57M | Sell |
33,536
-61,566
| -65% | -$6.55M | 0.01% | 104 |
|
|
2022
Q4 | $9.47M | Buy |
95,102
+57,757
| +155% | +$5.75M | 0.03% | 82 |
|
|
2022
Q3 | $3.83M | Buy |
37,345
+16,181
| +76% | +$1.66M | 0.01% | 93 |
|
|
2022
Q2 | $2.43M | Buy |
21,164
+13,070
| +161% | +$1.5M | 0.01% | 111 |
|
|
2022
Q1 | $1.07M | Buy |
8,094
+1,799
| +29% | +$238K | ﹤0.01% | 160 |
|
|
2021
Q4 | $933K | Buy |
+6,295
| New | +$933K | ﹤0.01% | 125 |
|