GDS Wealth 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 | $1.31M | Sell |
14,829
-4,254
| -22% | -$375K | 0.1% | 89 |
|
|
2025
Q1 | $1.74M | Sell |
19,083
-10,832
| -36% | -$986K | 0.15% | 82 |
|
|
2024
Q4 | $2.61M | Sell |
29,915
-14,536
| -33% | -$1.27M | 0.24% | 70 |
|
|
2024
Q3 | $4.36M | Sell |
44,451
-19,729
| -31% | -$1.94M | 0.42% | 48 |
|
|
2024
Q2 | $5.89M | Sell |
64,180
-59,547
| -48% | -$5.47M | 0.65% | 55 |
|
|
2024
Q1 | $11.7M | Buy |
123,727
+38,069
| +44% | +$3.6M | 1.37% | 36 |
|
|
2023
Q4 | $8.47M | Buy |
+85,658
| New | +$8.47M | 1.14% | 40 |
|