Garden State Investment Advisory Services’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 | $1.94M | Sell |
21,875
-422
| -2% | -$37.4K | 0.49% | 51 |
|
2025
Q1 | $2.03M | Buy |
22,297
+14,166
| +174% | +$1.29M | 0.65% | 45 |
|
2024
Q4 | $713K | Sell |
8,131
-4,871
| -37% | -$427K | 0.21% | 85 |
|
2024
Q3 | $1.28M | Sell |
13,002
-1,420
| -10% | -$140K | 0.41% | 54 |
|
2024
Q2 | $1.33M | Sell |
14,422
-934
| -6% | -$85.9K | 0.46% | 47 |
|
2024
Q1 | $1.45M | Buy |
15,356
+1,647
| +12% | +$156K | 0.53% | 44 |
|
2023
Q4 | $1.36M | Buy |
13,709
+4,452
| +48% | +$440K | 0.54% | 42 |
|
2023
Q3 | $821K | Buy |
9,257
+5,827
| +170% | +$517K | 0.38% | 59 |
|
2023
Q2 | $353K | Buy |
3,430
+1,216
| +55% | +$125K | 0.14% | 120 |
|
2023
Q1 | $236K | Buy |
+2,214
| New | +$236K | 0.1% | 161 |
|