Fulcrum Equity 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 | – | Sell |
-4,258
| Closed | -$388K | – | 124 |
|
|
2025
Q1 | $388K | Sell |
4,258
-1,941
| -31% | -$177K | 0.42% | 57 |
|
|
2024
Q4 | $541K | Sell |
6,199
-328
| -5% | -$28.6K | 0.54% | 59 |
|
|
2024
Q3 | $640K | Sell |
6,527
-73
| -1% | -$7.16K | 0.54% | 57 |
|
|
2024
Q2 | $606K | Buy |
+6,600
| New | +$606K | 0.54% | 61 |
|
|
2023
Q1 | – | Sell |
-15,675
| Closed | -$1.56M | – | 107 |
|
|
2022
Q4 | $1.56M | Sell |
15,675
-3,142
| -17% | -$313K | 1.28% | 28 |
|
|
2022
Q3 | $1.93M | Buy |
+18,817
| New | +$1.93M | 1.63% | 26 |
|
|
2022
Q1 | – | Sell |
-2,161
| Closed | -$320K | – | 181 |
|
|
2021
Q4 | $320K | Sell |
2,161
-1,483
| -41% | -$220K | 0.12% | 122 |
|
|
2021
Q3 | $526K | Buy |
+3,644
| New | +$526K | 0.2% | 83 |
|
|
2021
Q2 | – | Sell |
-2,410
| Closed | -$326K | – | 233 |
|
|
2021
Q1 | $326K | Sell |
2,410
-10,327
| -81% | -$1.4M | 0.13% | 138 |
|
|
2020
Q4 | $2.01M | Buy |
12,737
+300
| +2% | +$47.3K | 0.8% | 47 |
|
|
2020
Q3 | $2.03M | Buy |
12,437
+9,000
| +262% | +$1.47M | 0.94% | 33 |
|
|
2020
Q2 | $563K | Buy |
+3,437
| New | +$563K | 0.27% | 65 |
|
|
2020
Q1 | – | Sell |
-3,079
| Closed | -$417K | – | 89 |
|
|
2019
Q4 | $417K | Sell |
3,079
-7,865
| -72% | -$1.07M | 0.22% | 74 |
|
|
2019
Q3 | $1.57M | Buy |
10,944
+3,501
| +47% | +$501K | 0.79% | 17 |
|
|
2019
Q2 | $1.04M | Buy |
+7,443
| New | +$1.04M | 0.5% | 18 |
|