Focus Financial Network’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
$873K Buy
9,889
+1,067
+12% +$94.2K 0.03% 318
2025
Q1
$803K Sell
8,822
-17,164
-66% -$1.56M 0.03% 316
2024
Q4
$2.27M Sell
25,986
-12,305
-32% -$1.07M 0.09% 169
2024
Q3
$3.76M Buy
38,291
+14,587
+62% +$1.43M 0.15% 117
2024
Q2
$2.23M Buy
23,704
+486
+2% +$45.8K 0.1% 154
2024
Q1
$2.06M Sell
23,218
-86,128
-79% -$7.65M 0.1% 152
2023
Q4
$10.8M Buy
109,346
+87,648
+404% +$8.67M 0.41% 52
2023
Q3
$1.92M Buy
+21,698
New +$1.92M 0.11% 146
2021
Q4
Sell
-1,458
Closed -$210K 444
2021
Q3
$210K Buy
+1,458
New +$210K 0.03% 391
2020
Q4
Sell
-1,824
Closed -$298K 482
2020
Q3
$298K Sell
1,824
-16,365
-90% -$2.67M 0.03% 338
2020
Q2
$2.98M Buy
+18,189
New +$2.98M 0.33% 67