Golden State Equity 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 | $864K | Sell |
9,796
-9,527
| -49% | -$841K | 0.16% | 158 |
|
|
2025
Q1 | $1.76M | Buy |
19,323
+4,119
| +27% | +$375K | 0.35% | 68 |
|
|
2024
Q4 | $1.33M | Buy |
15,204
+15,132
| +21,017% | +$1.32M | 0.25% | 92 |
|
|
2024
Q3 | $7.06K | Buy |
+72
| New | +$7.06K | ﹤0.01% | 607 |
|
|
2023
Q4 | $836K | Sell |
8,453
-24,106
| -74% | -$2.38M | 0.2% | 118 |
|
|
2023
Q3 | $2.89M | Sell |
32,559
-258
| -0.8% | -$22.9K | 0.8% | 27 |
|
|
2023
Q2 | $3.38M | Sell |
32,817
-4,182
| -11% | -$430K | 0.95% | 19 |
|
|
2023
Q1 | $3.94M | Buy |
+36,999
| New | +$3.94M | 2.13% | 6 |
|
|
2022
Q1 | – | Sell |
-29,003
| Closed | -$4.3M | – | 220 |
|
|
2021
Q4 | $4.3M | Buy |
29,003
+4,767
| +20% | +$706K | 2.17% | 8 |
|
|
2021
Q3 | $3.5M | Sell |
24,236
-416
| -2% | -$60K | 1.43% | 15 |
|
|
2021
Q2 | $3.56M | Buy |
24,652
+14,000
| +131% | +$2.02M | 1.37% | 16 |
|
|
2021
Q1 | $1.44M | Sell |
10,652
-23
| -0.2% | -$3.12K | 0.82% | 36 |
|
|
2020
Q4 | $1.68M | Buy |
+10,675
| New | +$1.68M | 1.16% | 18 |
|