Global Retirement 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 | $764K | Buy |
+8,662
| New | +$764K | 0.02% | 581 |
|
|
2024
Q4 | $2.53M | Sell |
28,979
-2,848
| -9% | -$249K | 0.07% | 260 |
|
|
2024
Q3 | $3.12M | Buy |
31,827
+14,989
| +89% | +$1.47M | 0.09% | 201 |
|
|
2024
Q2 | $1.55M | Sell |
16,838
-1,010
| -6% | -$92.7K | 0.05% | 320 |
|
|
2024
Q1 | $1.69M | Sell |
17,848
-6,280
| -26% | -$594K | 0.06% | 262 |
|
|
2023
Q4 | $2.29M | Buy |
24,128
+11,485
| +91% | +$1.09M | 0.1% | 200 |
|
|
2023
Q3 | $1.09M | Sell |
12,643
-2,018
| -14% | -$174K | 0.05% | 290 |
|
|
2023
Q2 | $1.51M | Sell |
14,661
-1,238
| -8% | -$127K | 0.07% | 239 |
|
|
2023
Q1 | $1.69M | Buy |
15,899
+9,288
| +140% | +$987K | 0.09% | 218 |
|
|
2022
Q4 | $658K | Buy |
6,611
+5,557
| +527% | +$553K | 0.05% | 331 |
|
|
2022
Q3 | $101K | Buy |
1,054
+213
| +25% | +$20.4K | 0.01% | 771 |
|
|
2022
Q2 | $97K | Sell |
841
-606
| -42% | -$69.9K | 0.01% | 756 |
|
|
2022
Q1 | $172K | Buy |
+1,447
| New | +$172K | 0.01% | 590 |
|
|
2021
Q4 | – | Sell |
-1,157
| Closed | -$167K | – | 1649 |
|
|
2021
Q3 | $167K | Sell |
1,157
-799
| -41% | -$115K | 0.02% | 510 |
|
|
2021
Q2 | $282K | Buy |
1,956
+817
| +72% | +$118K | 0.03% | 394 |
|
|
2021
Q1 | $154K | Sell |
1,139
-830
| -42% | -$112K | 0.02% | 463 |
|
|
2020
Q4 | $311K | Sell |
1,969
-2,588
| -57% | -$409K | 0.04% | 315 |
|
|
2020
Q3 | $744K | Sell |
4,557
-510
| -10% | -$83.3K | 0.11% | 182 |
|
|
2020
Q2 | $831K | Buy |
5,067
+2,459
| +94% | +$403K | 0.13% | 152 |
|
|
2020
Q1 | $430K | Buy |
2,608
+1,842
| +240% | +$304K | 0.08% | 212 |
|
|
2019
Q4 | $104K | Sell |
766
-99
| -11% | -$13.4K | 0.02% | 471 |
|
|
2019
Q3 | $124K | Buy |
865
+514
| +146% | +$73.7K | 0.02% | 439 |
|
|
2019
Q2 | $47K | Sell |
351
-465
| -57% | -$62.3K | 0.01% | 624 |
|
|
2019
Q1 | $103K | Buy |
816
+615
| +306% | +$77.6K | 0.02% | 390 |
|
|
2018
Q4 | $24K | Buy |
201
+66
| +49% | +$7.88K | 0.01% | 695 |
|
|
2018
Q3 | $16K | Sell |
135
-160
| -54% | -$19K | ﹤0.01% | 902 |
|
|
2018
Q2 | $36K | Buy |
295
+57
| +24% | +$6.96K | 0.01% | 627 |
|
|
2018
Q1 | $29K | Sell |
238
-102
| -30% | -$12.4K | 0.01% | 662 |
|
|
2017
Q4 | $43K | Buy |
340
+80
| +31% | +$10.1K | 0.01% | 537 |
|
|
2017
Q3 | $32K | Buy |
260
+122
| +88% | +$15K | 0.01% | 525 |
|
|
2017
Q2 | $17K | Buy |
138
+57
| +70% | +$7.02K | 0.01% | 650 |
|
|
2017
Q1 | $10K | Buy |
81
+12
| +17% | +$1.48K | 0.01% | 755 |
|
|
2016
Q4 | $8K | Buy |
+69
| New | +$8K | 0.01% | 754 |
|