Global Financial Private Client’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 | – | Sell |
-14,716
| Closed | -$1.34M | – | 1464 |
|
|
2025
Q1 | $1.34M | Sell |
14,716
-785
| -5% | -$71.5K | 0.51% | 49 |
|
|
2024
Q4 | $1.35M | Buy |
15,501
+760
| +5% | +$66.4K | 0.51% | 53 |
|
|
2024
Q3 | $1.45M | Buy |
14,741
+982
| +7% | +$96.3K | 0.56% | 45 |
|
|
2024
Q2 | $1.26M | Buy |
13,759
+3,873
| +39% | +$355K | 0.53% | 54 |
|
|
2024
Q1 | $915K | Buy |
9,886
+1,989
| +25% | +$184K | 0.39% | 70 |
|
|
2023
Q4 | $781K | Buy |
7,897
+7,045
| +827% | +$697K | 0.37% | 78 |
|
|
2023
Q3 | $74.1K | Buy |
+852
| New | +$74.1K | 0.04% | 245 |
|
|
2021
Q1 | – | Sell |
-98
| Closed | -$15.5K | – | 595 |
|
|
2020
Q4 | $15.5K | Buy |
+98
| New | +$15.5K | 0.01% | 283 |
|
|
2020
Q3 | – | Sell |
-285
| Closed | -$46.6K | – | 523 |
|
|
2020
Q2 | $46.6K | Hold |
285
| – | – | 0.04% | 216 |
|
|
2020
Q1 | $47.6K | Sell |
285
-63
| -18% | -$10.5K | 0.05% | 216 |
|
|
2019
Q4 | $47.1K | Buy |
+348
| New | +$47.1K | 0.04% | 249 |
|