Fonville Wealth Management’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 | $531K | Buy |
6,016
+7
| +0.1% | +$618 | 0.13% | 79 |
|
|
2025
Q1 | $547K | Sell |
6,009
-1,091
| -15% | -$99.3K | 0.16% | 73 |
|
|
2024
Q4 | $620K | Buy |
7,100
+2,400
| +51% | +$210K | 0.2% | 62 |
|
|
2024
Q3 | $461K | Hold |
4,700
| – | – | 0.16% | 70 |
|
|
2024
Q2 | $431K | Hold |
4,700
| – | – | 0.17% | 69 |
|
|
2024
Q1 | $445K | Buy |
+4,700
| New | +$445K | 0.2% | 67 |
|