Fulcrum Equity Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $388K | Sell |
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|
2024
Q4 | $541K | Sell |
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|
2024
Q3 | $640K | Sell |
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|
2024
Q2 | $606K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.56M | Sell |
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|
2022
Q3 | $1.93M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $320K | Sell |
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|
2021
Q3 | $526K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $2.01M | Buy |
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|
2020
Q3 | $2.03M | Buy |
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|
2020
Q2 | $563K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $417K | Sell |
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|
2019
Q3 | $1.57M | Buy |
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|
2019
Q2 | $1.04M | Buy |
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