Foster & Motley’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
$6.48M Sell
73,462
-3,565
-5% -$315K 0.37% 69
2025
Q1
$7.01M Buy
77,027
+1,711
+2% +$156K 0.44% 54
2024
Q4
$6.58M Buy
75,316
+374
+0.5% +$32.7K 0.43% 61
2024
Q3
$7.35M Buy
74,942
+535
+0.7% +$52.5K 0.47% 52
2024
Q2
$6.83M Buy
74,407
+2,540
+4% +$233K 0.47% 51
2024
Q1
$6.8M Buy
71,867
+9,244
+15% +$875K 0.47% 51
2023
Q4
$6.19M Buy
62,623
+558
+0.9% +$55.2K 0.46% 53
2023
Q3
$5.51M Buy
62,065
+17,076
+38% +$1.51M 0.45% 54
2023
Q2
$4.63M Buy
44,989
+42,617
+1,797% +$4.39M 0.36% 75
2023
Q1
$252K Buy
+2,372
New +$252K 0.02% 351