Gladstone Institutional Advisory’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 | $8.78M | Sell |
99,452
-28,575
| -22% | -$2.52M | 0.36% | 56 |
|
|
2025
Q1 | $11.7M | Buy |
128,027
+4,362
| +4% | +$397K | 0.54% | 39 |
|
|
2024
Q4 | $10.8M | Sell |
123,665
-3,875
| -3% | -$338K | 0.5% | 41 |
|
|
2024
Q3 | $12.5M | Buy |
127,540
+28,504
| +29% | +$2.8M | 0.61% | 33 |
|
|
2024
Q2 | $9.09M | Buy |
99,036
+14,063
| +17% | +$1.29M | 0.47% | 45 |
|
|
2024
Q1 | $8.04M | Buy |
84,973
+14,676
| +21% | +$1.39M | 0.44% | 49 |
|
|
2023
Q4 | $6.95M | Buy |
70,297
+66,562
| +1,782% | +$6.58M | 0.39% | 62 |
|
|
2023
Q3 | $331K | Buy |
+3,735
| New | +$331K | 0.02% | 471 |
|