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 |
|