Gerber Kawasaki Wealth & Investment 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 | $3.06M | Sell |
34,700
-4,738
| -12% | -$418K | 0.12% | 94 |
|
|
2025
Q1 | $3.59M | Sell |
39,438
-919
| -2% | -$83.7K | 0.16% | 81 |
|
|
2024
Q4 | $3.52M | Sell |
40,357
-10,882
| -21% | -$950K | 0.15% | 82 |
|
|
2024
Q3 | $5.03M | Buy |
51,239
+3,983
| +8% | +$391K | 0.23% | 72 |
|
|
2024
Q2 | $4.34M | Buy |
47,256
+5,600
| +13% | +$514K | 0.22% | 74 |
|
|
2024
Q1 | $3.94M | Buy |
41,656
+20,439
| +96% | +$1.93M | 0.21% | 73 |
|
|
2023
Q4 | $2.1M | Buy |
21,217
+17,755
| +513% | +$1.76M | 0.13% | 91 |
|
|
2023
Q3 | $307K | Buy |
3,462
+199
| +6% | +$17.6K | 0.02% | 197 |
|
|
2023
Q2 | $336K | Buy |
3,263
+30
| +0.9% | +$3.09K | 0.02% | 190 |
|
|
2023
Q1 | $344K | Sell |
3,233
-3,002
| -48% | -$319K | 0.03% | 185 |
|
|
2022
Q4 | $621K | Buy |
+6,235
| New | +$621K | 0.06% | 153 |
|
|
2021
Q4 | – | Sell |
-3
| Closed | -$3K | – | 1015 |
|
|
2021
Q3 | $3K | Buy |
+3
| New | +$3K | ﹤0.01% | 845 |
|