Glass Jacobson Investment Advisors’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 | $58.1K | Sell |
659
-256
| -28% | -$22.6K | 0.02% | 279 |
|
|
2025
Q1 | $79.9K | Hold |
915
| – | – | 0.03% | 319 |
|
|
2024
Q4 | $79.9K | Sell |
915
-461
| -34% | -$40.3K | 0.03% | 319 |
|
|
2024
Q3 | $135K | Buy |
1,376
+1,002
| +268% | +$98.3K | 0.04% | 254 |
|
|
2024
Q2 | $34.3K | Hold |
374
| – | – | 0.01% | 399 |
|
|
2024
Q1 | $35.4K | Hold |
374
| – | – | 0.01% | 396 |
|
|
2023
Q4 | $37K | Hold |
374
| – | – | 0.02% | 366 |
|
|
2023
Q3 | $33.2K | Hold |
374
| – | – | 0.02% | 362 |
|
|
2023
Q2 | $38.5K | Buy |
+374
| New | +$38.5K | 0.02% | 355 |
|
|
2022
Q4 | $55.7K | Buy |
+560
| New | +$55.7K | 0.03% | 330 |
|