GLOBALT Investments’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 | $5.14M | Sell |
58,225
-7,850
| -12% | -$693K | 0.2% | 69 |
|
|
2025
Q1 | $6.01M | Sell |
66,075
-8,360
| -11% | -$761K | 0.25% | 59 |
|
|
2024
Q4 | $6.5M | Sell |
74,435
-3,465
| -4% | -$303K | 0.25% | 54 |
|
|
2024
Q3 | $7.64M | Sell |
77,900
-2,200
| -3% | -$216K | 0.29% | 40 |
|
|
2024
Q2 | $7.35M | Buy |
80,100
+15,825
| +25% | +$1.45M | 0.29% | 44 |
|
|
2024
Q1 | $6.08M | Sell |
64,275
-1,950
| -3% | -$185K | 0.24% | 61 |
|
|
2023
Q4 | $6.55M | Buy |
+66,225
| New | +$6.55M | 0.27% | 49 |
|