Gen-Wealth Partners’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 | $132K | Buy |
1,493
+121
| +9% | +$10.7K | 0.05% | 256 |
|
|
2025
Q1 | $125K | Sell |
1,372
-4,441
| -76% | -$404K | 0.05% | 251 |
|
|
2024
Q4 | $508K | Buy |
5,813
+137
| +2% | +$12K | 0.22% | 132 |
|
|
2024
Q3 | $524K | Sell |
5,676
-1,095
| -16% | -$101K | 0.23% | 124 |
|
|
2024
Q2 | $621K | Sell |
6,771
-1,406
| -17% | -$129K | 0.3% | 77 |
|
|
2024
Q1 | $774K | Buy |
+8,177
| New | +$774K | 0.38% | 56 |
|