Flagship Private Wealth’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 |
-13,222
| Closed | -$1.2M | – | 108 |
|
|
2025
Q1 | $1.2M | Buy |
+13,222
| New | +$1.2M | 0.57% | 34 |
|
|
2024
Q4 | – | Sell |
-19,365
| Closed | -$1.9M | – | 104 |
|
|
2024
Q3 | $1.9M | Buy |
+19,365
| New | +$1.9M | 0.98% | 25 |
|
|
2021
Q3 | – | Sell |
-185
| Closed | -$27.4K | – | 278 |
|
|
2021
Q2 | $27.4K | Hold |
185
| – | – | 0.02% | 175 |
|
|
2021
Q1 | $25.4K | Hold |
185
| – | – | 0.02% | 156 |
|
|
2020
Q4 | $28.5K | Buy |
+185
| New | +$28.5K | 0.03% | 147 |
|