Fragasso Financial Advisors’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 | $440K | Buy |
4,984
+214
| +4% | +$18.9K | 0.03% | 196 |
|
|
2025
Q1 | $434K | Buy |
4,770
+31
| +0.7% | +$2.82K | 0.03% | 185 |
|
|
2024
Q4 | $414K | Buy |
4,739
+67
| +1% | +$5.85K | 0.03% | 179 |
|
|
2024
Q3 | $458K | Buy |
4,672
+44
| +1% | +$4.32K | 0.04% | 171 |
|
|
2024
Q2 | $425K | Buy |
4,628
+47
| +1% | +$4.31K | 0.04% | 172 |
|
|
2024
Q1 | $433K | Buy |
+4,581
| New | +$433K | 0.04% | 179 |
|