Focus Partners 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 | $6.11M | Sell |
69,214
-96,829
| -58% | -$8.55M | 0.01% | 617 |
|
|
2025
Q1 | $15.1M | Buy |
166,043
+65,338
| +65% | +$5.95M | 0.04% | 385 |
|
|
2024
Q4 | $8.79M | Buy |
100,705
+44,263
| +78% | +$3.87M | 0.02% | 489 |
|
|
2024
Q3 | $5.54M | Sell |
56,442
-492
| -0.9% | -$48.3K | 0.02% | 533 |
|
|
2024
Q2 | $5.23M | Buy |
56,934
+29,214
| +105% | +$2.68M | 0.02% | 493 |
|
|
2024
Q1 | $2.62M | Buy |
27,720
+2,162
| +8% | +$205K | 0.02% | 438 |
|
|
2023
Q4 | $2.53M | Buy |
+25,558
| New | +$2.53M | 0.03% | 320 |
|