FHC
First Heartland Consultants’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
2,365
-867
| -27% | -$76.5K | 0.02% | 476 |
|
|
2025
Q1 | $294K | Sell |
3,232
-11,033
| -77% | -$1M | 0.03% | 349 |
|
|
2024
Q4 | $1.25M | Sell |
14,265
-3,413
| -19% | -$298K | 0.13% | 135 |
|
|
2024
Q3 | $1.73M | Sell |
17,678
-40,966
| -70% | -$4.02M | 0.19% | 101 |
|
|
2024
Q2 | $5.38K | Sell |
58,644
-7,074
| -11% | -$649 | 0.38% | 50 |
|
|
2024
Q1 | $6.22M | Buy |
65,718
+639
| +1% | +$60.5K | 0.65% | 44 |
|
|
2023
Q4 | $6.44M | Buy |
65,079
+7,348
| +13% | +$727K | 0.78% | 35 |
|
|
2023
Q3 | $5.12M | Sell |
57,731
-34,823
| -38% | -$3.09M | 0.65% | 43 |
|
|
2023
Q2 | $9.53M | Buy |
92,554
+46
| +0% | +$4.74K | 1.24% | 20 |
|
|
2023
Q1 | $9.84M | Buy |
92,508
+35,702
| +63% | +$3.8M | 1.48% | 13 |
|
|
2022
Q4 | $5.66M | Buy |
56,806
+53,242
| +1,494% | +$5.3M | 0.91% | 24 |
|
|
2022
Q3 | $365 | Buy |
3,564
+196
| +6% | +$20 | 0.03% | 222 |
|
|
2022
Q2 | $386K | Buy |
+3,368
| New | +$386K | 0.06% | 212 |
|
|
2022
Q1 | – | Sell |
-2,723
| Closed | -$403 | – | 414 |
|
|
2021
Q4 | $403 | Buy |
2,723
+202
| +8% | +$30 | 0.02% | 229 |
|
|
2021
Q3 | $364K | Sell |
2,521
-751
| -23% | -$108K | 0.06% | 248 |
|
|
2021
Q2 | $472K | Sell |
3,272
-2,012
| -38% | -$290K | 0.07% | 218 |
|
|
2021
Q1 | $716K | Sell |
5,284
-815
| -13% | -$110K | 0.11% | 153 |
|
|
2020
Q4 | $962K | Buy |
6,099
+965
| +19% | +$152K | 0.16% | 104 |
|
|
2020
Q3 | $838K | Sell |
5,134
-6,654
| -56% | -$1.09M | 0.16% | 102 |
|
|
2020
Q2 | $1.93M | Buy |
11,788
+5,866
| +99% | +$961K | 0.38% | 63 |
|
|
2020
Q1 | $977K | Sell |
5,922
-9,150
| -61% | -$1.51M | 0.25% | 89 |
|
|
2019
Q4 | $2.04M | Buy |
15,072
+478
| +3% | +$64.8K | 0.4% | 66 |
|
|
2019
Q3 | $2.09M | Sell |
14,594
-50
| -0.3% | -$7.15K | 0.45% | 62 |
|
|
2019
Q2 | $1.95M | Buy |
14,644
+3,869
| +36% | +$514K | 0.47% | 59 |
|
|
2019
Q1 | $1.36M | Buy |
10,775
+1,751
| +19% | +$221K | 0.38% | 68 |
|
|
2018
Q4 | $1.1M | Buy |
9,024
+344
| +4% | +$41.8K | 0.41% | 67 |
|
|
2018
Q3 | $1.02M | Sell |
8,680
-8
| -0.1% | -$938 | 0.32% | 77 |
|
|
2018
Q2 | $1.06M | Sell |
8,688
-746
| -8% | -$90.8K | 0.37% | 71 |
|
|
2018
Q1 | $1.15M | Buy |
9,434
+282
| +3% | +$34.4K | 0.34% | 79 |
|
|
2017
Q4 | $1.16M | Sell |
9,152
-63
| -0.7% | -$7.99K | 0.35% | 78 |
|
|
2017
Q3 | $1.15M | Buy |
9,215
+876
| +11% | +$109K | 0.28% | 102 |
|
|
2017
Q2 | $1.04M | Sell |
8,339
-30
| -0.4% | -$3.75K | 0.27% | 103 |
|
|
2017
Q1 | $1.01M | Buy |
8,369
+3,582
| +75% | +$432K | 0.28% | 104 |
|
|
2016
Q4 | $570K | Sell |
4,787
-2,606
| -35% | -$310K | 0.17% | 159 |
|
|
2016
Q3 | $1.02M | Sell |
7,393
-3,112
| -30% | -$428K | 0.3% | 87 |
|
|
2016
Q2 | $1.46K | Buy |
10,505
+3,386
| +48% | +$470 | 0.16% | 54 |
|
|
2016
Q1 | $930K | Buy |
7,119
+3,533
| +99% | +$462K | 0.35% | 65 |
|
|
2015
Q4 | $432K | Buy |
3,586
+17
| +0.5% | +$2.05K | 0.16% | 152 |
|
|
2015
Q3 | $441K | Sell |
3,569
-742
| -17% | -$91.7K | 0.18% | 149 |
|
|
2015
Q2 | $506 | Sell |
4,311
-30,347
| -88% | -$3.56K | 0.14% | 141 |
|
|
2015
Q1 | $4.53M | Buy |
34,658
+6,750
| +24% | +$882K | 1.73% | 9 |
|
|
2014
Q4 | $3.51M | Buy |
27,908
+6,155
| +28% | +$775K | 1.45% | 10 |
|
|
2014
Q3 | $2.53M | Buy |
21,753
+3,618
| +20% | +$421K | 1.11% | 15 |
|
|
2014
Q2 | $2.06M | Sell |
18,135
-120
| -0.7% | -$13.6K | 0.93% | 24 |
|
|
2014
Q1 | $1.99M | Sell |
18,255
-426
| -2% | -$46.5K | 0.98% | 20 |
|
|
2013
Q4 | $1.9M | Sell |
18,681
-1,498
| -7% | -$153K | 1.07% | 19 |
|
|
2013
Q3 | $2.14M | Sell |
20,179
-2,720
| -12% | -$288K | 1.29% | 15 |
|
|
2013
Q2 | $2.53M | Buy |
+22,899
| New | +$2.53M | 1.47% | 12 |
|