Founders Financial Alliance’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 | $32.6K | Sell |
370
-156
| -30% | -$13.8K | 0.01% | 411 |
|
|
2025
Q1 | $47.9K | Sell |
526
-16
| -3% | -$1.46K | 0.01% | 446 |
|
|
2024
Q4 | $47.3K | Buy |
542
+22
| +4% | +$1.92K | 0.01% | 384 |
|
|
2024
Q3 | $51K | Buy |
520
+128
| +33% | +$12.6K | 0.01% | 386 |
|
|
2024
Q2 | $36K | Sell |
392
-200
| -34% | -$18.4K | 0.01% | 399 |
|
|
2024
Q1 | $56.1K | Buy |
592
+322
| +119% | +$30.5K | 0.02% | 373 |
|
|
2023
Q4 | $26.7K | Buy |
270
+4
| +2% | +$395 | 0.01% | 385 |
|
|
2023
Q3 | $23.6K | Sell |
266
-74
| -22% | -$6.57K | 0.01% | 375 |
|
|
2023
Q2 | $35K | Buy |
340
+76
| +29% | +$7.82K | 0.01% | 371 |
|
|
2023
Q1 | $27.5K | Buy |
264
+210
| +389% | +$21.9K | 0.01% | 352 |
|
|
2022
Q4 | $5.36K | Buy |
54
+1
| +2% | +$99 | ﹤0.01% | 444 |
|
|
2022
Q3 | $5K | Sell |
53
-26
| -33% | -$2.45K | ﹤0.01% | 442 |
|
|
2022
Q2 | $9K | Sell |
79
-54
| -41% | -$6.15K | ﹤0.01% | 441 |
|
|
2022
Q1 | $18K | Sell |
133
-57
| -30% | -$7.71K | 0.01% | 367 |
|
|
2021
Q4 | $28K | Buy |
190
+1
| +0.5% | +$147 | 0.01% | 390 |
|
|
2021
Q3 | $27K | Sell |
189
-12
| -6% | -$1.71K | 0.01% | 366 |
|
|
2021
Q2 | $29K | Sell |
201
-371
| -65% | -$53.5K | 0.01% | 381 |
|
|
2021
Q1 | $79K | Sell |
572
-28
| -5% | -$3.87K | 0.04% | 296 |
|
|
2020
Q4 | $95K | Buy |
600
+43
| +8% | +$6.81K | 0.05% | 247 |
|
|
2020
Q3 | $91K | Buy |
+557
| New | +$91K | 0.05% | 283 |
|